Close or Disable a Client

1. Click Clients via the navigation bar
2. Click on the desired client
3. Top right, click the blue "Disable" button

If you disabled a client and you want to reactivate a client you can follow the steps below:

1. Click Clients via the navigation bar
2. Click to "Show Filters"
3. Change the Status from Active to All (or Disabled)
4. Click on the desired client
5. Top right, click the "Activate" button

To include disabled clients in your reports:

Make sure the "Include Disabled" clients icon is Bold in your report filters(counter-clockwise arrow seen below).

Note: If you're wanting to permanently delete a client from your system, view this article instead.