Terminating Customers and Lists

In most cases, when a customer has cancelled their account, a final bill should be run and sent. Once the final bill has been sent, the account and lists should be terminated in billing.

Sending a Final Bill to Customers

1. Go to Utilities: Administration: Billing: Customers: Configure.
2. Open the Edit Customer page by clicking on the name of the customer.
3. Click the Additional Settings tab.
4. Enter the End Date of the customer. Setting the End Date prorates the last invoice for the appropriate amount of days service was provided.
5. After generating the final invoice for the customer, be sure to terminate the customer so that no more bills can be generated for them.

Terminating Customers

Once you've sent a final bill to canceling customers, you must terminate them in billing so no more bills may be run for them.

A customer may be terminated in two ways: making them inactive, or by deleting them. Making a customer inactive is preferable, as it prevents bills from being generated for them but preserves the customer information, including billing history, that you may need at a future time. If the customer returns, you need only reactivate them. Deleting a customer removes them and all history about them from billing.

Making a Customer Inactive

1. Go to Utilities: Administration: Billing: Customers: Configure.
2. Click on the name of the customer to open the Edit Customer page.
3. Select Nofor Is Active on the Basic Information tab.
4. Click Save. You are returned to the Configure page.
5. Click on Groupsnext to the terminated customer.
6. Click on Lists.
7. Check all lists, sites and servers on the left and click on Remove Selected Object.
8. Confirm that you want to Remove Selected Objects.
9. Click on Done.
10. Terminate the customer's lists if they have not been deleted from the server.