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Version: 3.1

Settle and close an account

Overview​

This flow describes how to settle an account in Care and close it with a reason.

Pre-requisites​

  • Someone created the account, and you open its account page.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Update AccountLets you settle and close an account. Facility Admin and Admin have this permission.

Steps​

1. Start the action​

Open the account page.

Click Settle & Close.

Note: Press s on the account page to start the same action.

2. Choose a closing reason​

Select one of these reasons:

ReasonWhat it means
Closed Bad DebtYou close the account because the balance is not collectable.
Closed VoidedYou close the account because it is void.
Closed CompletedYou close the account because all billing is complete.
Closed CombinedYou close the account because it is combined with another account.

3. Review the warnings​

If the account has a negative balance, Care shows a warning before you continue.

If the account still has charge items that wait for billing, Care shows a warning before you continue.

Read each warning.

4. Confirm the closure​

Confirm the action.

Expected Outcome​

  • Care sets the account status to Inactive.
  • Care sets the billing status to the closing reason that you choose.

Concepts:

Flows: