Move exited clients to archive and cancel billing
Move exited clients to archive and cancel billing
Your client tracker contains exited customers, creating billing duplicates and extra manual work. Archive rows and cancel subscriptions so billing staff prevent duplicate charges before next run.
Overview
Stop duplicate charges and manual cleanup from exited clients by running this check every morning. It moves rows to an archive and cancels active subscriptions so billing and program coordinators avoid charge corrections before the next billing run.