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Show/hide barred customers

In your customer list under the Sales tab, you can choose to show or hide the customers that you have “barred”.

How to show/hide your barred customers

By default, you will see only your “active customers” in your customer list, but if you click on “Show barred customers” you can see all of your customers – barred and active.

If you wish to show only active customers again, click “Hide barred customers”.

How to bar your customers

You have the ability to "bar" the customers that you no longer wish to see in your customer list or e.g. create invoices for. This may be because a customer is no longer working with you and you do not want to see them in your history.

If you want to "bar" a customer, you need to edit their customer info and uncheck the box "Access".

To bar a customer:

  1. Click on the tab 'Sales'
  2. Click the pencil icon "Edit" next to the customer you wish to bar in your customer list
  3. Uncheck the box "Access" for the customer
  4. Click 'OK'

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