How to archive or clean up clients

Fiscora does not use a separate archive state for clients. When a customer relationship ends, you remove the client record after confirming it is no longer needed — see how to edit client details to update instead of delete.

Review before deleting

1. Open Clients and search for the record you want to clean up.
2. Confirm the client is not needed for upcoming invoices or recurring schedules.
3. Check whether issued invoices already reference the client for historical records.

Delete an obsolete client

1. Open the client row in table or card view.
2. Select Delete.
3. Confirm the deletion and enter your password if prompted.
4. The client disappears from the active list once deletion succeeds.

Keep the list useful

1. Prefer editing client details instead of deleting when only contact information changed.
2. Use role and category filters — see how to search and filter clients — to separate active customers from suppliers.
3. Remove test or duplicate clients created during onboarding so search stays fast.