A contract may need to be ended early if a customer is no longer using your service or has cancelled. In cases where the customer chooses not to continue or no longer requires the service, ending the contract keeps their account accurate. If the customer is not expected to be reactivated, the customer can be archived so the record reflects their current status.
A customer can be archived when they have no payments or schedules.
Click the Direct Debits tab on the left hand side.
Under the Customers/Contracts panel, click on Search customers on the right hand side.
Enter the customer’s name, bank reference or any other identifying details.
Use the Filter icon to refine the search and apply any relevant filters.
Scroll to the end of the table.
Under Actions, click on the Boxed Folder icon to Archive Customer.
A pop up will appear to confirm the archiving of a customer, select Archive the Customer.
Within the table, the Customer Status will change to Inactive.
To reinstate an archived customer, add a contract to the customer.