Customer accounts can be deactivated, however they are not permanently deleted. A customer's account can be deactivated at any time, there are no restriction on when an account can be deactivated.
To deactivate an account -
*Open the customer's profile
*Select the 3 dots in the upper right hand corner of the customer's profile. (This 3 dot menu option is available from the Account, Services and Billing tab of the customer's profile)
*Select DEACTIVATE
*A Pop up box will advise that you are about to deactivate the account and all services and locations in this account will be deactivated. Do you wish to continue? Select Deactivate (select Cancel if you do not want to continue with the deactivation process).
** At this time customer profiles cannot be deactivated in bulk **
Invoicing Implications on a Deactivated customer
Will deactivated customers still receive an invoice?
They will not have an invoice created in the bulk billing feature since that is for active accounts only. You may manually create invoices (recurring or manual) to send the deactivated customer if they have an account balance, or have unpaid invoices already existing on the account. The invoices created within an deactivated profile do not include services as those services are deactivated as well.
Can I regenerate an invoice for a deactivated customer?
You are able to regenerate the invoice, however because the services are now deactivated it will regenerate as a $0 invoice and remove the services from the invoice. We recommend using caution when regenerating invoices on a deactivated account. Should you accidentally regenerate an invoice that requires the original services to be listed, you will need to reactivate the account, reactivate the services ensuring they're listed as active and then regenerate your invoice again.
Account Groups - If I Re-send unpaid invoices, will my deactivated customer still get an invoice?
The deactivated customer will be sent an invoice if any remaining unpaid invoices exist on their deactivated account and they are in the account group.
Accounts that are Deactivated, can be identified by this icon on the left side (orange line & silhouette). If the account is suspended & deactivated, the account will display in red (suspension) with the orange deactivated icon.
To Reactivate Customer's account -
*Open the customer profile
*Select the 3 dots in the upper right hand corner of the customer's profile. (This 3 dot menu option is available from the Account, Services and Billing tab of the customer's profile)
*Select REACTIVATE
Once the account is reactivated, the service location(s) will need to be reactivated.
From the Account tab of the customers profile, under Locations select the Deactivated tab, select the 3 dots to the right of the deactivated address and select Reactivate location.
Don't forget to reactivate the services or add new.
To reactivate the service(s) -
After you must reactivate the profile and the location(s) before you can reactivate the service(s).
From the Services tab of the customer profile, select the drop down that is defaulted to Active next to Configured Services. Select Deactivated.
Click into the service and toggle from Deactivated to Active
**DON'T CLICK SAVE CHANGES JUST YET**
After selecting the toggle from Deactivated to Active, now select the Schedule tab and remove the end date. This is only applicable if it is a recurring service. If you have reactivated an On Request service, there is no end date that needs to be removed. When you delete the date, this will automatically uncheck the 'Deactivate on End Date' check box.
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