Deactivating and Reactivating Clients

Deactivating and Reactivating Clients

Introduction

In SMSF Sorted, you can deactivate a client if you're no longer working on their job. Deactivating a client helps reduce your billing charges while still allowing you to retain their data at the lowest possible cost.
Below is the step-by-step guide to deactivate and reactivate clients in SMSF Sorted.

How to Deactivate Clients

Step 1: Click on Clients > Manage Clients.

client-manage-clients

Step 2: Under the Action column, click the three-dot icon and select Deactivate Client.

manage-clients-deactivate-client

Step 3: A confirmation pop-up will appear; click Deactivate to confirm.

deactivate-clients

Step 4: The selected client will be successfully deactivated, and you'll receive a confirmation toast message at the bottom-right corner of your screen.

client-deactivated-successfully
Notes
Note: 
  1. Staff with Business Admin and Super User Roles can only Deactivate or Delete clients. You can not deactivate any client who has even 1 job that is still in progress. 
  2. The deleted records cannot be retrieved back hence it is recommended users complete all pending actions for jobs and download the Sorted workpaper file before Deactivating and Deleting a client.

How to Reactivate Client

Step 1: You can Re-activate clients from the Inactive Clients Tab, accessible through Clients > Manage Clients. 

clients-manage-clients

Step 2: Click on Re-activate Clients.

reactivate-clients

Step 3: Click on Re-activate from the appearing pop-up to confirm the action.

reactivate-pop-up

Step 4: A confirmation toast message will appear on your screen.
client-reactivated-successfully
Notes
Note: A client can be reactivated anytime, however, if it is re-activated within an 18-month period, retrospective charges will be applied for all months when the client was deactivated. 
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To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.

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