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Archive or Restore a customer in GoCardless for Xero

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:

  • You no longer work with this customer and so will not be charging them again

  • The record is a duplicate

  • The record only has a cross in the left-hand column meaning it is simply a cancelled mandate

  • 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.

  1. To archive a customer

  2. To restore a customer

1. To archive a customer

  • First head to your customers list in GoCardless for Xero

  • 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.

  • First head to your customers list in GoCardless for Xero and then select view archive in the top right.

  • Then click the three dots in the actions column for the customer you wish to unarchive and click restore.

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GoCardless Ltd (company registration number 07495895) is registered as a foreign company in Australia, ABN 17 606 261 74, and holds an Australian Financial Services licence (AFSL), number 478976.





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