Close a Customer Account
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:
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.
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.
Automatic Stoppage of Charges:
Please note: 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 Notice: Central Station Deactivation
Please be aware that closing an account in this system does not automatically deactivate the account at your central monitoring station.
To ensure monitoring services are stopped and you are no longer billed by the station for this account, you must follow your established procedures for deactivating the account directly with your central station.
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