Archiving clients or suppressing from auto-suggest

[benwrigley]

Hi There,

Is there a way to archive clients or at least suppress them from the auto-complete list when creating a new invoice?

The nature of my business is that I will work with a client for a length of time, invoicing weekly and, when our work ends, I do not expect to see them again. I appreciate it’s my job to be careful when invoicing but as I have hundreds of clients stored by first and last name, some names can be very similar and there is a small risk of invoicing the wrong person!

However, it’s obviously very important that I don’t lose invoicing history for accounting purposes.

Thanks!

[QFSteve]

Hello @benwrigley

You can just delete the client.

When doing so you will see this message.

This will remove them from the auto-suggest boxes.

You can restore them by selecting deleted in the bottom right of your clients page.