How do I terminate a client?

There may be various reasons you want to terminate a client from the Botkeeper portal; here's how.

There may be various reasons you want to terminate a client from the Botkeeper portal; such as, but not limited to:

• You made a mistake and didn’t mean to deploy it
• Your client may have churned from your firm 
• You need further assistance supporting the bookkeeping of your client and you are unsure if Botkeeper will be able to provide the service  

Regardless of the reason, it’s advisable to reach out and discuss the change with your accounting manager to ensure it doesn’t negatively impact your contract.

To terminate a client take the following steps:

1. From the Partner view, click on Portal Manager
2. Click on the Clients tab; if you are not defaulted there
3. Click on the client name you would like to terminate
4. Click on the View Scope button in the upper right corner
5. When the scoping tool window appears, click on the Action button
6. Select the Terminate option in the drop down
7. A Terminate popup window will appear: 
   1. Use the drop down to answer the following questions:
      1. Do you want to terminate now or after the months’ books are closed?
      2. Termination reason
   2. Enter your Signature for acknowledgement
8. Click the Terminate button

You have now successfully terminated your client from your Partner portal.

Note:  You will have 90 days from the date of termination to:

• Download items from your client portal before they are purged from the portal
• Cancel the termination should you decide to resume service — if 90 days have passed you will be required to rescope the client