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How do I deactivate or put a customer on hold?

deactivate, deactivating, or putting customers on hold. difference between on hold and inactive.

Lance Wight avatar
Written by Lance Wight
Updated over 7 years ago

From the service information page for the customer, choose the actions drop-down menu and select "Update account status"

In the resulting dialogue box, select the "on-hold" status from the drop down menu and hit "confirm." You will generally put a customer on hold when they still want service but aren't paying their bills.ย 

You will generally deactivate a customer when it's understood by both parties that service will no longer continue unless requested again by the customer.

You can send messages to your on-hold or inactive customers through the Advanced Search as shown here.

You can find a report of your on-hold or inactive customers in the Delinquent Report as shown here.

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