If a customer is missing from your active client list or invoice creation dropdowns, they have likely been archived.
Check your archived customers list
When a customer profile is archived, their historical quotes and invoices are preserved for tax compliance, but the customer is hidden from active dropdowns and search views.
To check if a customer has been archived:
- Go to Customers from the top navigation bar.
- Open the filter options and select Archived.
- If you find the customer, open their profile and click Unarchive customer in the top right header to restore them to your active directory.
Why a customer was archived instead of deleted
ATB Invoicing prevents the permanent deletion of any customer profile with a history of sent or paid invoices to ensure your accounting and audit records remain complete.
- Customers with sent/paid history: Can only be Archived, which keeps their transaction history intact while hiding them from daily views.
- Customers with no sent history: Can be permanently Deleted (such as duplicate or test profiles created by mistake).
