SettleWiseClientsClient identity
CL-06Keep the list clean

Archive a client

A client is no longer active, but their history must stay.

Track

Client identity

Phase

Keep the list clean

Starts with

Inactive client in list

Ends with

Archived with history

Archive and restore a sample client.

Before you start

Sign in as
Sales, accounting, or owner
Starting state
A test client with at least one invoice

Run the scenario

  1. 1SalesSettleWise · Customers

    Choose Archive customer and confirm.

    Expected evidence

    The client moves to Archived; its invoices are still visible.

  2. 2SalesCustomers · Archived

    Choose Restore customer.

    Expected evidence

    The client is active again.

Scenario completed

Archived with history

Client status
Active→Archived

If it does not match

  • If archiving is blocked, the client has child clients to reassign.