How to Set Customer as Inactive

Overview:

In QNE Cloud Accounting, you can mark a customer as inactive when they no longer transact with your business—whether due to inactivity, account consolidation, or closure. Doing so keeps your records clean and prevents outdated customers from appearing in transaction screens, without removing historical data needed for reporting and audits.

Scenario:

You’ve noticed that “Sunrise Traders” hasn’t made a purchase in over two years. While you want to retain their historical records for reference, you no longer want them appearing in your active customer dropdowns during sales transactions. To avoid accidental selection and simplify the data entry process, you decide to set them as inactive.

Procedure:

Step 1: Access Customer Maintenance

• Navigate to Accounts Receivable > Customer.

• Use the Search button to locate the customer.

• Double-click on the Customer Code to open their profile.
  

Step 2: Edit Customer Status

• Click the Edit button on the customer profile screen.
  
  

Step 3: Set Customer to Inactive

• In the Status field, select Inactive from the dropdown.

• Click Save.
  

Step 4: Confirm the Update

• A confirmation message will appear: “Update Customer success.”
  

Application:

Let’s say you’re processing a new invoice, and previously, “Sunrise Traders” would appear in the customer list. After setting their status to Inactive, they will no longer show up in the selection list for new transactions—reducing clutter and minimizing the risk of billing errors. Their past transactions, however, remain available in reports and historical records.