To close an account down in Fastrak you must set the account balance to 0, move the record to the archive and set the online status to "no". In addition connection fields may need to be removed within IDManager to prevent future duplication.
Closing an Account
1. If the Fastrak system is linked to an online payment provider, then the account can be refunded via the payment provider's system and the balance in Fastrak will sync to match the final balance in the payment provider (which would be £0 for example).
2. If the Fastrak system isn't linked to an online payment provider, or the account has been manually created then use the Adjust Funds button and select a transaction type of Balance OUT - this will set the final balance on the account to be £0. If a refund is to be given to the owner of the record, this must be completed outside of the fastrak system (eg. cash or another method).
3. Highlight account and ust the button "Set Online Off" to prevent accidental updating from payment provider. This is also explained in the guide:
4. Once the account balance has been closed off, the record can be marked as archived. You can do this by following this guide to delete records in IDManager
Note: The account can be archived before the balance is closed off in Fastrak. To find the record in Fastrak Admin after they have been archived, go to People then select Archived People.
Closing multiple accounts
If you wish to close multiple accounts at once (for example you may want to set all balances to 0 in the Archived records section) then you can select multiple accounts at once and use the Balance OUT transaction option in the Adjust funds dialog as described above. to select all accounts in the current list, press Ctrl and a. To select specific accounts hold Ctrl and click the accounts to adjust. To select a number of accounts in a row hold shift and click.