Kavi Help CenterKavi® Billing Help
| Chapter 17. Delete an Account | ||
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Part V. Kavi Billing Admin Tools | 
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Table of Contents
The Delete an Account tool will delete all the account information including any bills issued to that account regardless of their payment status. Delete an account only when you are absolutely sure that you no longer need their account and billing information. A record of these bills and this account will still be available in the logs, but you will no longer have a way to pay bills, issue refunds or otherwise interact with a deleted account.
Back to topSearch for an account or set of accounts in the billing database by setting any or all of the optional fields to refine the search criteria. To view all available account data, leave the search fields set to the defaults.
Options
- Account Name
Enter the name of the user or company whose billing account you want to access. To reduce the number of potential matches, restrict the search by setting the other search field. To increase the number of potential matches, expand the search by entering partial values for account name, or leave the other search field set to the default value.
- Account Type
Set this value to search for accounts with a specific Account Type, which includes User, Company, Pending User or Pending Company, or leave it at the default setting All Account Types.
From the list of accounts, select an Account to access its billing information. Check the radio buttons to select/deselect the accounts. If there is only one account record, it will be preselected. If you do not see the account you are looking for, click 'Back' to try the search again. Entering more details in the search will result in a smaller number of accounts from which to select.
The billing information for the selected account is displayed, which includes the outstanding balance for the account if any, billing contact information, and list of all bills for the account.
The outstanding balance due amount is the total amount due from that account for all bills.
For company accounts, the billing contact section displays the contact information of the company's Billing Contact. If no Billing Contact has been assigned, the Primary Contact's information will be displayed. In case of user accounts, it displays the user's contact information.
The bills section displays a list of all bills for that account. The following billing information is displayed: bill name, bill status, bill issue date and time, and bill amount.
Review the account's information to confirm that this is the account you wish to delete. When you are sure that you want to permanently remove this account and all the related billing information, click Delete.
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| Chapter 16. Manage an Account |  |
Chapter 18. Add a Bill |