Removing a User with a Credit Account

Modified on Fri, 26 Feb 2021 at 05:12 PM

  1. Select the Credit User Account Wizard from the Users Wizard Group.
  2. Enter the User ID or search by using the User Search Helper.
    1. Select the Manual Withdrawal Helperlocated in the upper left hand corner. A User with a credit balance cannot be removed until the balance is withdrawn.
  3. Select Payment type and Credit reason and click on Withdraw Funds.
  4. Once you choose Withdraw Funds, the following box will pop up:
  5. Choose yes to close the Users Credit Account.
  6. If the User has no credit balance, select the Manual Withdrawal Helper and close the account.
Once the account is closed, you can now go to the Remove User Wizard in the Users Wizard Group and remove the User.




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