The customer editor includes Active and Inactive status. Use Inactive when the directory record should no longer be used for new activity under the company's process. Review the contact identity carefully before changing a record that already has invoices or other history.
Invoice issuance requires an active Institution contact. If a customer is unavailable when preparing issuance, inspect the saved customer's status and current company scope before creating a replacement. A nearly identical contact can split later review across two identities.
Changing the directory status should not be interpreted as cancelling an invoice, reducing a receivable or returning a payment. Those events have their own document and accounting workflows. Inspect outstanding documents and settle or correct them through the appropriate process.
Keep historical customer details identifiable so retained statements and document references remain understandable. If the business relationship resumes, review the available status controls and the current contact information before using the record again. Confirm the final saved status and recipient details rather than relying on an old draft selection.
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