Archive and restore customers

You can't delete a customer in InvoiceQuick. You archive them instead. Archived customers disappear from your lists, but all their invoices and history stay, and you can bring them back at any time.

Archive a customer

Website:

1. Go to Customers.
2. Click Archive on the customer's row, or open the customer and click Archive.
3. Confirm.

To archive several, tick them and click Archive.

App:

1. Open Customers.
2. Hold the customer's row and tap Archive, or open the customer and tap ⋮ → Archive customer.
3. Confirm.

Restore a customer

• Website: on Customers, filter by Archived → Only archived, then click Restore.
• App: tap the sort icon, choose Archived, then tap Restore on the row.

While a customer is archived

• Their invoices, estimates and payments stay in your records and reports.
• You can't create, edit, duplicate or convert their invoices or estimates. You'll see "This customer is archived. Restore the customer first, then try again."
• On the website you can't open their customer page until you restore them.
• Their recurring invoices, scheduled emails and reminders keep going. Pause or stop their recurring invoices (see Pause, re-activate or stop a recurring invoice) and check their reminders (see How invoice reminders work) before you archive.
• Their invoice links and customer dashboard still open for them.

FAQ

The website asked "Delete this customer?". Did I lose everything? No. That button archives the customer. Restore them any time.

How do I delete a customer for good? There's no permanent delete. Archive them and they're out of your way.

I need to fix an old invoice for an archived customer. Restore the customer, make your change, then archive them again.