Termination
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 ...
How to Terminate/Close Accounts
When accounts close, it may be necessary to calculate a partial fee (if you bill in arrears) or a rebate (if you bill in advance). Whether or not a partial calculation is needed, users should terminate closed accounts. Terminating accounts is the ...
How To Un-Terminate an 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 ...