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Managing Business Units and Accounts › Accounts › Close an Account
Close an Account
Closing an account is typically a required task as you create and maintain accounts in your business unit over time.
To close an account
- Review the effects of deleting an account; the same effects apply when you close the account. Verify that you want to close the account.
- Run the final invoicing for the account, if necessary.
- Select Administration, Business Units from the main menu.
- Expand the business unit tree to find the business unit that contains the account you want to close.
- Click the account name that you want to edit.
- Edit the account profile and change the status to Closed.
- Click OK.
You have closed the account.
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