Once bookings are invoiced for an issue it's good practice to mark miscellaneous as ‘Inactive’.
This prevents you:
Adding miscellaneous bookings into publications that have gone to print.
And updates the clients displayed on the active and inactive tabs of the client record.
Steps to mark miscellaneous as inactive
Step 1 - Go to the main settings page.
Step 2 - Under Publications and Bookings > Select Miscellaneous.
Step 3 - Select the Issues tab.
Step 4 - Under the Active header - Click the toggle switch to inactive grey. (Green indicates it is active).
How it affects the main clients screen
Active Tab - Only clients with a booking in the current or future issues will appear on the active tab.
Inactive Tab - Clients who have previously booked but have no current or future bookings will appear on the inactive tab - provided all previous issues they were booked into have been marked as complete.
How it affect the client booking grid
Historical months and issues are greyed out, you can no longer book into these months, which prevents accidental bookings being made into past months and issues.
