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Making Customers Inactive

If you have records for customers that you no longer use, but you still want to keep the information, you can make that customer inactive. After marking a customer inactive, the record won’t appear in the Customer List dialog box, but the information is still available.

To view the information again, you must re-activate the customer. For information, see Activating Customers.

To make a customer inactive:

1. From the Brass Jacks Bookkeeper workspace, click the Manage Customers icon.  
2. In the Customer List dialog box, select the row for the customer.
3. Click Detail or double-click the row.
4. In the Customer Detail dialog box, on the Contact tab, select the Inactive check box.
5. In the confirmation message box, click Yes.
6. Click OK.

When you create an invoice without a customer name, Brass Jacks Bookkeeper creates a customer record using the invoice number and date. To view these records, select the Include customers created with no names check box.