cancel
Showing results for 
Search instead for 
Did you mean: 
Flying20
Level 1

Make customer inactive

My customers appear to be on a recurring template. I am not able to make them inactive because of this template.

How do I get them off of the recurring template so I can make them inactive?

 

Robert

2 Comments
Rustler
Level 15

Make customer inactive

go to recurring transactions, edit the template

Angelyn_T
QuickBooks Team

Make customer inactive

Thank you for dropping by here in the Community forum, @Flying20.

 

Let me take care of your concern so you can make your customer inactive successfully. 

 

To start with, you have to delete the recurring template created to make the customer inactive. Or, update the name from the recurring template window.

 

Here's how to delete the template:

 

  1. Select the Recurring template tab from the Gear icon.a27 1.PNG
  2. Look for the template from the list, then click on the drop-down arrow under Action.
  3. Tap on the Delete button.a27 2.PNG
  4. If you wish to update the customer's name, select Edit, and choose a different customer's name under Customer.a27 3.PNG

Once completed, you can now seamlessly inactivate your customer by clicking on the Make inactive tab under the Customer information window.

a27 4.PNG a27 5.PNG

 

If you wish to merge and restore customers in the future, you can also read the details from this link as an additional reference.

 

Thanks for giving me the opportunity to help. I'm here to help if you have any other questions. Keep safe!

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us