Make Customer Active/Inactive
Note: Inactive Customers will not be show on Customer select dropdown across GI system (e.g when creating Invoices, Quotes, Job Cards etc.).
Any Email/Text message notification will not be sent if customer is marked as Inactive.
- Click on ‘CUSTOMERS‘ option located on the sidebar menu (left-hand side of the screen).
You can also use a shortcut menu. Just click eye symbol under the Customers shortcut.

- Locate Customer in the table list.
To make Customer Inactive: flip the Active switch to off position (grey colour).
To make Customer Active: flip the Active switch to on position (green colour).



