๐ I can't find a contact I have issued documents for
If you can't find a contact you created and have already issued documents for, it is most likely archived. ๐
๐๏ธ Why does this happen?
When a contact is archived, it is no longer shown:
- in the Contacts menu list;
- when creating documents.
So when you search by the client's name, the contact doesn't show up.
๐ How to check if the contact is archived
1Go to the Contacts menu.
2In the Status filter, select Archived and click Filter.
3Look for the contact in the list of archived contacts.
โป๏ธ How to use the contact again
Go to the contact's page and click Unarchive, on the right side of the page. Once unarchived, the contact shows up again in the Contacts list and when creating documents. โ
๐ Reports: even though the contact is archived, it remains available for search in the reports. If it has issued documents, you can still search for it to access the corresponding report.
โ ๏ธ Not in the archived list? Check whether the contact was created with a different name or tax number and search again in the Contacts list.
๐ฌ Common questions
โ Why can't I find my client when creating an invoice?
The contact may be archived. Archived contacts don't appear when creating documents. Unarchive the contact and search again.
โ Were the documents I already issued for the archived contact deleted?
No. The contact remains available for search in the reports and, if it has issued documents, you can search for it to access the corresponding report.
โ How do I know if a contact is archived?
In the Contacts menu, use the Status filter and select Archived. If the contact is in the list, it is archived.
๐ก Tip: to learn more about archiving and unarchiving contacts, see the article Can I archive contacts?