Removing and restoring a partner

A removed partner is hidden from the list and from partner selection in invoices, orders and contracts. No data or documents are deleted – you can restore the partner at any time.

How to remove a partner

1. In the company list click the Delete icon (bin), or in the partner detail click Remove from list.
2. The confirmation shows the partner name and that the partner will be hidden from the list while the data stays saved.
3. If the partner has documents, the dialog shows their counts – incoming and outgoing invoices, orders, contracts and shipments. The documents stay unchanged and still show the partner.
4. Click Remove from list, or Cancel.

The partner's addresses, contact persons and bank accounts are hidden together with the partner, and their e-mails are no longer offered when sending documents.

Showing removed partners and restoring

1. In the company list tick Show removed companies – removed partners carry the label Removed.
2. Open the partner detail and click Restore company.

Addresses, contacts and bank accounts hidden together with the partner come back. Those you deleted one by one before removing the partner stay deleted.

If another partner with the same company ID in the same country was added in the meantime, restoring stops with a duplicate message – resolve the duplicate partner first.

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