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

1. Review the effects of deleting an account; the same effects apply when you close the account. Verify that you want to close the account.
2. Run the final invoicing for the account, if necessary.
3. Select Administration, Business Units from the main menu.
4. Expand the business unit tree to find the business unit that contains the account you want to close.
5. Click the account name that you want to edit.
6. Edit the account profile and change the status to Closed.
7. Click OK.

You have closed the account.