Client Actions

Remove ERP Connection

Note

Requires module: Integrate

This step describes the process of removing a connection to a client’s ERP.

Note

Navigate to: Registry → Clients → Click on the Client

Note

Use Action: Remove connection to ERP

1. Press [Remove connection to ERP]
2. Invalidate connection in Strawbay

Note

This step cannot be performed without help from Quiddly Support. Please fill out a support ticket stating the Client ID and Identification Number that you wish to make the changes for. Provide following information:

1. Client ID
2. Client Identification Number

1. Finished

Disable a Client

Note

Navigate to: Registry > Clients > Click on the Client

Note

Use Action: Disable

A client can never be deleted. Disable is how you mark a client that is no longer a customer, for example one that has left.

1. Open the three-dot actions menu of the client and press Disable.
2. Confirm in the Disable Client window.

While a client is disabled:

• No new invoices can be financed for it, neither by the rule engine nor manually.
• Its recurring fees, such as the subscription fee and the financing limit fee, are no longer created.

Everything else keeps running:

• Reminders and collection on existing invoices continue.
• Payouts are not stopped.

Note

To stop payouts to a client, use Block payouts on the client’s Payout Accounts: open the client, expand Payout Accounts, and choose Block payouts in the three-dot menu of the account. See Onboard Client and Review payouts before you generate.

To reverse it, open the same menu and press Enable. See The Client View for all client actions.