Disabling a third party


In Sage Active, you have the option to classify your created third parties as inactive. Designating a customer or supplier as inactive restricts their usage in sales documents. This includes quotes, orders, invoices, and delivery notes. Applying the inactive status to employees acknowledges their departure from the business.

To classify a third party as inactive:

  1. Access the Third party list.

    Third parties > Suppliers or Customers or Employees

  2. Choose a third party from the left-hand side.
  3. Switch Inactive to ON.
  4. Update your changes.

This third party is now inactive.

It is not possible to create an accounting entry for a third party that has been set to Inactive.


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