Changing, removing or inactivating cards

Cards Overview > Changing, removing or inactivating cards

You can easily change information about a customer, supplier, employee or personal card. A card can be removed only if no transactions or recurring templates are assigned to it.

If you have cards that you create for a one-time sale or purchase, for example, inactivating them after their one-time use will remove them from the selection windows. Your list of cards will be shorter, and selecting the card you need will be easier.

If a card is marked as an inactive card, however, you may still use the card in transactions by manually entering the card name. Inactive cards will still appear in the Cards List window. You can also return the status of the card to active so that it will appear again in the selection windows. No matter what the status is of a card (active or inactive), transactions recorded using the card will still affect all of your financial records. Use the Card File (Summary) and Card File (Detail) to display and print card information with or without inactive cards.

Note: You can't remove a card with transactions assigned to it

A card can be removed if no transactions are assigned to it. You can review transactions assigned to a card using the Find Transactions window.

Also, a card which has been used on a quote, order or recurring template can't be removed.

Click below for the step-by-step procedures:

To find a card

To inactivate (or reactivate) a card

To remove a card