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 to Inactive
.

Changes their projects to Canceled
.

Removes the client from time and expense entry for Work in Process
transactions.

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
.

This article applies to: