How To Edit A Terminated Account

How To Edit A Terminated Account

If you have closed an account with any incorrect termination fields, BillFin allows you to edit the terminated account. Follow the steps below to access the "Edit Termination" window.

To Edit Terminated Accounts:

- Go to the Clients page

- Hover over the pencil next to the client with the terminated account

-  Click "View Client Details"

a slide out window will appear

- Click "Show Terminated Accounts" in the accounts section

- Click the magnify glass icon next to the terminated account you wish to edit

a new slide out window will appear

- Click "Edit Termination"

- Make edits

- Click "Apply Fee" or "Waive Fee" / "Rebate" or "Don't Rebate"