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If a client no longer requires your services, you can close the client to prevent them appearing in your searches and current reports. Their details and history are still retained in your database.
If you need to access the client record again, you can include closed clients in your searches. Closed clients display in your search results with a line through the text. You can re-open a closed client at any time to make them active again.
Rules for closing clients
A client with an outstanding WIP or debtor balance can't be closed. Address this by reducing the WIP balance to zero by either billing the client or writing the WIP off. Also, enter a debtor adjustment/ bad debt against any unpaid invoices, if you're unable to collect the debt.
When closing clients don't enter an end date against the partner on the client's Responsibility tab. All clients must have an open partner for historical reporting to be correct.
If there haven't been any transactions entered against the client, delete the client.
(AO) Make sure that all jobs and WIP for the client are finalised before closing a client. Keep copies of all relevant documents from both AO Practice Management and AO Tax.
In AE/AO, click the Contacts icon. The Find Clients tab appears.
In the Search For field, type the client name or code and click Search. The client record appears.
Double-click the client name to open the record. The client's Main tab appears.
In the Tasks bar, click Close client. AO - Providing there is no unbilled wip or outstanding debtor balance, the client closes. Closed appears on the client page, next to the client name. AE - The message This action will close all open assignments appears. Click Yes. The client closes. Closed appears on the client page, next to the client name.
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