Archive or restore a Client

Archiving affects selection, never accounting. The Client disappears from pickers and stays in every report they belong to — and it is reversible.

Before you start

Archiving affects selection, never accounting. That single line is the whole rule.

An Archived Client disappears from the Clients list and from every picker where you choose a Client. They stay in every report, every Invoice, every Payment and every ledger entry they were ever part of — because those things happened, and a report that quietly dropped a former Client would be wrong.

Their Stripe Customer is left alone. It is not deleted, because deleting one cannot be undone. A Client who leaves and comes back is an ordinary event, and under a delete they would return as a second Customer with every earlier Invoice, Payment, subscription and saved card stranded on a dead record. Archiving is what makes coming back work.

Steps

Good to know

Archived is restorable. Deleted is terminal. The two words mean different things everywhere in Pippin, and archiving is the one that leaves you a way back.

Importing a Client who is already archived is flagged during the import review, precisely so nobody creates a duplicate of somebody they already have. See Import Clients from Contacts or a CSV.

A Client with nothing at all referencing them — no Invoice, no Payment, nothing — can be removed outright. Once they have any history, archiving is the only option, and that is deliberate.