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Kristen Wilson

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  1. Make activation of client while creating invoice

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    0 comments  ·  Zoho Invoice » Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Kristen,

    Thank you for posting on our feedback forum.

    We would like to clarify that, once a contact has been marked ’Inactive", it is not possible to create any kind of transaction for that client.

    In the Contacts tab, if you choose that contact, you can only see the “Mark as active” option. Only if it is chosen, you can have further transactions with him/her.

    Also, inactive customers won’t be listed while creating transactions.

    If you need our assistance on this, just write back to support[at]zohoinvoice[dot]com :)

    Cheers,
    Reshma.

    Kristen Wilson shared this idea  · 

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