How to archive a Funding Source?

Below are some answers to frequently asked questions about archiving a Funding Source.

Can I still see activities related to an archived Funding Source?

Yes, you will be able to view all activities, request invoices, and monthly statements for an archived Funding Source in the corresponding tabs.

Can I restore an archived Funding Source?

Yes. To restore an archived Funding Source, you will need to first filter the funding source table to show "Archived" Funding Sources and click the "Unarchive" button for the Funding Source you would like to restore.

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How do I archive a Funding Source?

Option 1 - Archive from the Funding Source table

First, navigate to the Account Balance page

Step 1 - Go to the Funding Sources tab

Step 2 - Click the menu icon for the funding source you would like to archive

Step 3 - Click "Archive" from the dropdown

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Option 2 - From the Funding Source edit screen

If you are already on the edit screen of a funding source, you can archive it by clicking "Archive Funding Source" button at the end of the edit screen.

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What will happen to teams, touches, and in-flight sends associated with this Funding Source?

During the archival process, in the last step, we will ask you to transfer any associated teams, touches and in-flight sends to avoid any disruption to the sending activities.

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