Suspend Service

You can make the service temporarily inactive by moving it to the Suspended status. It means that the service is not active, but it still collects normal and expected charges. When needed, you can reactivate it by resuming the service.

You can submit usage into future service periods even for suspended services. This helps to ensure accurate usage billing after a service has been suspended. Usage can be submitted with API or through the Usage Files. Refer to API 2.0 Help site for more information.

Complete the following steps to suspend a service:

If you know the Service number, click Services in the left pane of Customer Billing. Use the Search field to find and select the Service. Skip to this step. Refer to Search Feature for more information about using the Search feature.

Select Customer Billing from the Gotransverse application menu .

You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.
Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

Customers Window

Click the icon in the left pane to hide it. Click the icon to open it.

You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.
On the Customer Summary window, select an account under the Accounts detail tab to open the Account Details window.

Customer Summary Window
On the Account Details window, click the Services tab.

Services Tab - Recurring and One-Time Services

NOTE: If you use the Avalara Communications Tax processor, the Recurring Services and One-Time Services tables will include a Tax Mode column showing how the service was configured for tax: Tax Exclusive, Tax Inclusive, or No Tax.
For the Service you wish to suspend, complete one of the following:
1. On the Services window, click the in the Actions column and select Suspend.
  
  Services Window - Deactivate Option
2. OR, select a Service to open the Service Details window. Click the icon and select Suspend Service.
  
  Recurring Service Details Window - Suspend Service
On the confirmation window, select the Reason for service suspension and the suspension date, and then click Yes.

Reasons are created and managed in the Setup application. Refer to Reasons Module for more information.

Suspend Service Confirmation Window

The status of the service changes to Suspended.

Topic updated: 07/2024.