Close a Customer Account

Overview

This guide will walk you through the process of closing a customer account in your system. Following these steps ensures that future billing is stopped correctly.

Step-by-Step Instructions

1. Navigate to the Customer's Account:
   • Begin by clicking on the Customer Icon to open the customer search functionality.
   • In the search bar, enter the name or account number of the active account you wish to close.
   • Select the correct account from the search results to open their profile.
2. Enter the Closure Date:
   • Once in the customer's account, locate the Close Date field.
   • Click into the field and enter the date you wish to officially close the account.
3. Automatic Stoppage of Charges:
   • If there are active recurring charges on the account, the system will automatically apply a stop date to those charges corresponding with the entered close date.
   • This will prevent the account from being included in future invoicing.

⚠️ IMPORTANT

If there are active recurring charges on the account, the system will automatically apply a stop date to those charges corresponding with the entered close date. This will prevent the account from being included in future invoicing.

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