How To Undo a Terminated Account
If you have closed an account by accident or the account needs to be billed again after having been terminated, BillFin allows you to undo the termination or reactivate the account to resume billing on the account. Follow the steps below to undo the termination.
To Un-Terminate Accounts:
- Go to the Clients page
- Click View Client Details in the
pencil menu for the client
A slideout window will appear
- In the Accounts section of the
slideout window, click on the blue “Show Terminated Accounts” button
- Click on the magnifying glass
next to the terminated account to edit the termination
A new slideout window will open
- In the top of the green banner,
click on Edit Termination
A new slideout window will open
- In the top of the green banner,
click on Undo Termination
A popup window will open
- Click on Yes to confirm you want to undo the termination