You cannot delete customers in Rotessa, but you can archive them and preserve transaction history to be viewed in the future.
What Does archiving a customer do?
Archiving a customer will update their custom identifier in Rotessa and all scheduled transactions for the customer will be removed and will prevent any new transactions from being scheduled. All other customer contact information along with their banking and authorization information will remain unchanged. There would be no notification sent to the customer that they have been archived in your Rotessa account.
Additionally, archiving the customer in Rotessa that is connected to an integration with QuickBooks Online or Xero will disconnect them from the integration.
How to archive customers
To archive one customer,
- Start on the customers page
- Select the ellipses (three dots) beside the customer you want to archive
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Select archive
To archive multiple customers
- Start on the customers page
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Select the boxes beside the customers you want to archive and select archive
Once a customer is archived, you can find them on the customers page by selecting archived from the all filters menu next.
How to unarchive customers
To unarchive one customer,
- Start on the customers page
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Select archived from the all filters menu to show your archived customers
- Select the ellipses (three dots) beside the customer you want to unarchive
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Select unarchive
To unarchive multiple customers
- Start on the customers page
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Select archived from the drop-down menu next to the search bar to show your archived customers
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Select the boxes beside the customers you want to unarchive and select unarchive
