A User can terminate a customer from the Manage Customers menu if the customer will not be returning to the wash again.
All customers and vehicles can be terminated from this menu, including Fleet Customers. A club membership is based on the customer's vehicle, and therefore the customer record does not need to be terminated to terminate the club.
NOTE: Do not use Terminate Customer if a customer wants to temporarily suspend their club, and then at some point in the future, return to use it. Instead, use Suspend Customer.
Follow these steps to Terminate a customer:
IMPORTANT: When terminating a customer, any credit card recurring ID will be cleared at both the current location and Corporate. Even though terminated, a club is still valid until the expiration date.
NOTE: You cannot remove the Customer record permanently from the Customer List. Users with Manage privileges can view terminated customers by selecting the status of Terminated and searching for a terminated customer.
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On the Customers menu, select Manage Customers.
- Search for a customer.
- From the Customer list, click to select the customer.
The customer record is highlighted.
- Click the Terminate Customer button.
NOTE: The following screen appears if the customer has vehicles in the system.
- Select the Customer check box to terminate the customer and all associated vehicles -or- select individual vehicle check boxes to terminate those specific vehicles.
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Click the Terminate button -or- click Close to cancel out.
- The message "Are you sure you want to terminate the selected vehicle(s)?" appears, select Yes.
- The message "Vehicle(s) terminated successfully" appears, click OK.
The Customer is saved and the vehicle's status is terminated.
NOTE: The Customer record cannot be permanently removed from the Customer List. Users with manage privileges can view terminated customers by selecting the status of Terminated and searching for a terminated customer.
NOTE: For security purposes, WashConnect® does not store credit card data but stores a credit card recurring ID that the credit card processor uses to access the credit card data at TransFirst® or APAY®.
IMPORTANT: When terminating a customer, any credit card recurring ID's will be cleared at both the current location and at Corporate. Even though terminated, a club is still valid until the expiration date.