By default, all new customer or supplier contacts are Active. This allows you to select them throughout Accounting Start.

Over time, you may have contacts you no longer do business with. Make these unused contacts Inactive to prevent entering new transactions for them.

 NOTE: You cannot make a contact inactive when it has an outstanding balance.

Once a contact is inactive, we remove it from the selection list for new transactions. This prevents you from creating new transactions for the contact.

For audit purposes, the contact isn't deleted from existing transactions or reports.

If you need to edit an existing transaction, first make the contact Active again.

Outstanding balances

You cannot make a contact inactive when it has an outstanding balance. This is to make sure that you don't have leftover unpaid invoices.

Consider writing off any sales invoices that are bad debts and your customers will never pay. Read How to write off a sales invoice to bad debt.

Make a contact inactive

To make a customer or supplier inactive:

1. Select Contacts, then select the relevant contact.
2. Select Active under Account Status.
3. Set the status to Inactive and then Save.

The contact will show as Inactive in the list.

Make a contact active

To make a customer or supplier active:

1. Select Contacts, then select the relevant contact.
2. Select Inactive under Account Status.
3. Set the status to Active and then Save.

The contact will show as Active in the list of contacts.

Filter contacts by status

To filter the list of customers or suppliers by status:

1. Select Contacts.
2. Select Filter at the top of the list.
3. Set By status to All, Active, or Inactive and then select Close.

The list will show only contacts that match the selected status.

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