Closing accounts

When a customer calls to close his or her account, you can use the Manage Account page to gather the information you require to move the customer out, such as the move out date and the customer's forwarding address.

If the customer is moving to a new address within your agency's service area, you can also set up an account at the new address. The customer's new account will be linked to the old account, and Infor Public Sector will also begin the process of transferring any paid deposits by creating a deposit charge on the new account equal to the sum of all deposits on the old account. The actual transfer of the deposited funds is completed during the Finalize Move In process. See the Infor Public Sector Batch Processing Administration Guide for details on the Finalize Move In task.