Archiving and Managing Old Clients

Keep your active client list clean without losing data.

When to Archive

Archive clients who:

• Haven't worked with you in 12+ months
• Project completed, unlikely to return
• No longer in business
• Switched to competitor

How to Archive

1. Open client profile
2. Click Archive Client
3. Confirm archival

What Happens

• Client hidden from dropdown lists
• All data preserved
• Past invoices still accessible
• Can be unarchived anytime

Viewing Archived Clients

1. Go to Clients
2. Toggle Show Archived
3. See all archived clients

Unarchiving

Working with old client again?

1. Find in archived clients
2. Click Unarchive
3. Client returns to active list

Don't Delete

Never delete clients if they have:

• Historical invoices
• Past projects
• Payment records

Archiving preserves all data while cleaning your lists.