Contact Status & History

Open the customer or supplier detail and check the party's current active status and linked transactions.

1. 1
   Open the customer or supplier list and search for the party.
2. 2
   Open its detail to check whether it is active.
3. 3
   Follow linked orders, invoices, bills, and payments on their own pages when investigating a balance.
4. 4
   Read recent orders, bills, or activity before changing the contact's status.
5. 5
   Reopen the contact and confirm the new status and any recorded reason.

An inactive contact may still have historical documents and outstanding balances.

Active/inactive status controls future selection where enforced; it does not erase posted history or settle open balances. The application does not promise one universal interaction timeline or account-statement export.

WARNING: Do not delete or reactivate a party to fix an invoice or bill. Correct the source financial document through its authorized workflow.