Sometimes the need will arise to retire or re-instate a supplier or customer. Please follow the below steps to do this:
To retire a Customer or Supplier:
Log into Safe Financials and select the relevant company.
Click Purchase/Sales Ledger.
Click Suppliers/Customers.
Find the account you want to retire.
Select it and click the Supplier/Customer Settings tab.
Right-click and select Retire Customer/Supplier.
To re-instate a Customer or Supplier:
Log into Safe Financials and select the relevant company.
Click Purchase/Sales Ledger.
Click Suppliers/Customers.
Click Filter and click the Supplier/Customer tab.
Change the Ignore Retired Accounts option to No.
Find the record you want to re-instate.
Select it and click the Supplier/Customer Settings tab.
Right-click and select Un-Retire Customer/Suppli