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What is active/archived/deleted?

In FreshBooks you will find that your lists are divided into three sections: active, archived and deleted. These have different functions in FreshBooks according to each status, and you can switch between these statuses by un-archiving or un-deleting most things in FreshBooks.

Active

  • Fully functional.
  • Active data appears in all of your lists and Reports.
  • Counts towards your Client limit on all plans.

Archived

  • Still active, but hidden.
  • Archiving things is a great way to shorten your lists (e.g., paid Invoices can be archived and all other invoices can remain in the active view).
  • Anything archived will not appear in Invoices/Time Tracking lists, but will appear in Reports.
  • Can be un-archived for later use.
  • Counts towards your Client limit on all plans.

Deleted

  • Will not appear in any lists or Reports.
  • Completely inactive, but can be un-deleted for later use.
  • Deleting Clients will not delete their past Invoices or payments associated with them. You can also run Reports on these active Invoices/Expenses, but you will not be able to run any filtered reports on a deleted Client.
  • Deleted Clients do not count towards your Client limit on all plans.

How to Archive or Delete?

To move something to the archived or deleted section, follow these steps:

  1. Go to the tab where the list is (e.g., People tab or Invoices tab)
  2. Check the box off next to the thing you want to archive/delete
  3. Click the Archive or Delete button. That’s it!

How to Un-archive or Un-delete?

To restore something back to the archived or active section, follow these steps:

  1. Go to the tab where the list is (e.g., People tab or Invoices tab)
  2. At the bottom right corner, you’ll see active | archived | deleted
  3. Click on either archived or deleted depending on what you want to restore
  4. Check the box off next to the thing you want to un-archive or un-delete
  5. Click the Un-Archive or Un-delete button. It will be restored in the active or archived section depending on what button you pressed. That’s it!

Note: You also see the button to Archive if you are in the deleted folder, and the Delete button if you are in the Archived folder as well.