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.
- To archive a customer
- To restore a customer
1. To archive a customer
- First, head to your customers list in GoCardless for Xero
- Then select Invite/Manage in the actions column for the customer that you would like to archive, and click on Hide this customer
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, you can do so by viewing the archived customer list.
- First, head to your customers list in GoCardless for Xero, then click the Hidden button in the top left.
- Then click on the Restore button in the actions column for the customer you wish to unarchive, and click Restore this customer