Ending a client's services
If you are no longer providing a service to a client, or wish to stop billing items being generated, you can navigate to the Services tab to:
End a specific service - this will mark that service inactive and remove any future billings for that service. However, all other active services will remain unchanged.
End ALL services for a client - this will mark all services shown for a client inactive. Use this if you wish to end a relationship with a client - e.g., if they leave your business.
What does ending a service do?
Ending a service will:
Immediately expires that service, marking it as an inactive service - even if it was still within it's minimum contracted date
Immediately archives all future billings for that service from the billing schedule, it will no longer be billed for.
Ending ALL services will essentially do this in bulk for all services shown on the Services tab.
If the client has no active Classic Proposals, the client state will also change to inactive.
How do I end a service?
End a specific service
Click on the specific service you wish to end from the Services tab > More actions > End Service in the details drawer. Confirm the action.
End ALL services
From the Services tab, click End all services. Confirm the action.
Can I undo this action?
No, this action cannot be reversed. Only use this action if you will no longer be providing this service to a client.
To re-create a service, you will need to create a new proposal and have it accepted or use the Instant Bill feature.
What happens when all active services are ended?
Your client will be marked as Inactive and the proposals that are associated with the active services will automatically switch to a Completed status.