Articles on: Manage Your Account

How to archive a business?

If you have a business profile you no longer use that is cluttering your Payyit space, you can archive it to remove it from your view. Please read what must be done before you can archive your business, then follow the steps below:

Things that must be done before you can archive your business

If you have a bank account connected to the business you want to archive, you need to delete the connection. To do this, go to Banking > Connected Accounts and select the trash can icon beside your connection. You can then reconnect the bank account to any business that is not archived.

Any integration, such as Paypal, Shoeboxed, or Etsy must be deleted. To do this, go to Integrations and select the X beside your integration.

If you have Payroll account associated with the business you are archiving, the Payroll account must be put on hold.

If you set up Payments by Payyit to receive credit card payments, this must be turned off.

Scheduled recurring invoices must be deleted. The invoices that have already been created from a recurring schedule do not need to be deleted.

Once you've done the above, you're ready to archive your business. Note: If you are missing something, we will let you know with a message.

Click on your business name in the top left corner of your screen. Click Manage your profile in the drop-down menu.

Select Businesses on the left-hand side.

Click the edit pen beside the business you want to archive.

Scroll down to the bottom of the page. You will see the red button to Archive.

You will be asked to confirm that you want to archive the business. After you have successfully archived, you can restore it at any time. To restore your archived business, select the restore icon.

Updated on: 25/11/2022

Was this article helpful?

Thank you!