Inactivate a client
Inactivating a client prevents you from selecting the client in other areas of the application.
Inactivating a client does the following:
- Changes their engagements toInactive.
- Changes their projects toCanceled.
- Removes the client from time and expense entry forWork in Processtransactions.
You can still do the following:
- Create invoices.
- Create recurring invoices.
- Record receipts.
- Run reports.
Use
On Hold
to remove your client from time entry while keeping their engagements or projects Active
.