If you no longer wish to have a customer record showing on your GoCardless for Xero dashboard, you can archive the record so that it is not displayed in your customer list.
You may wish to archive a customer record for any of the following reasons:
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You no longer work with this customer and so will not be charging them again
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The record is a duplicate
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The record only has a cross in the left-hand column meaning it is simply a cancelled mandate
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You do not wish to ever collect payments from this customer via GoCardless
Please note: When you archive a customer, GoCardless for Xero will no longer automatically collect payments from that customer.
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To archive a customer
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To restore a customer
1. To archive a customer
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First head to your customers list in GoCardless for Xero
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Then select the three dots in the actions column for the customer that you would like to archive and click on archive.
Upon archiving a customer any pending submission payments will not be affected. These can be cancelled on the GoCardless for Xero Invoices Page.
2. To restore a customer
If you need to unarchive a customer for any reason, you can do so by viewing the archived customer list.
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First head to your customers list in GoCardless for Xero and then select view archive in the top right.
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Then click the three dots in the actions column for the customer you wish to unarchive and click restore.