Stopping a Service

Follow this procedure if the Customer is stopping a specific Service, but is keeping the same Service Address and is not discontinuing all of their Services.

1. Double click the Service to open the Edit Service screen.

2. Click "Stop".

Enter the Stop Date of the Service. This is the last day that the service will be performed.

Click 'Okay'.

3. The Service is now Stopped.

Optional Prorate:

If the change happens partway through the month, a pop-up will appear asking to manually adjust the prorate setting for these services.

Select 'No' and Accu-Trax will use its built-in prorate setting to create charges for this Billing Cycle.

Select 'Yes' and the Prorate Tool will pop up, allowing fine-tuning of the partial rate for these services. Auto-posting will be blocked for this service during the current Billing Cycle.
A Driver Note will pop up for the Service change.

Edit the note if necessary and click 'Save Notes'.

The Stop Date will now appear on the Edit Service screen.

- Scheduled to stop

- Stopped Service

-By default, the stopped Service will display as Stopped on the Service Address for 6 months before being hidden. Display hidden Services by checking the View History box above the Service Address List.