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Andrea E
Moderator

Inactive wholesale clients in QBOA

 

 

If you are missing a client on your Subscriptions and billing screen, it is likely that this client has been marked inactive.

 

Note: Making a client inactive does not remove them from your wholesale billing

 

In order to move your client back to the Subscriptions and billing screen follow these steps:

 

  1. Click on the Clients tab on the left menu
  2. Click on Overview
  3. Click the Gear icon above actions and choose Include inactive clients
  4. Scroll to the client missing from the Subscriptions and billing screen
  5. Click Make active

 

The client will now show on the Subscriptions and billing screen.

 

This is a temporary workaround while we work to improve the functionality of marking a client inactive to be more intuitive.

 

Make a client inactive:

make client inactive.png

 

 

 

 

 

 

 

 

 

Reactivate an inactive client:

make client active.png

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