Reporting Paid and Closed Accounts

    How to finalize an account and avoid lingering balances or flags.

    Updated 8/14/2025 · 1 min read
    On this page

    Clean closure

    When an account is paid in full or otherwise closed, ensure status aligns, balances drop to zero, and the closed date is set. Clear any temporary flags that no longer apply.

    Prevent reopen

    Once closed, the account should not accumulate new balances or past-due amounts. Investigate any regressions as data-quality issues.

    Last updated
    8/14/2025
    Related topics