How do I cancel a client termination?

There may be various reasons you want to reverse a client termination; such as, but not limited to: 

• You made a mistake and didn’t mean to terminate it
• Your client may have decided not to churn from your firm 
• You need further assistance supporting the bookkeeping of your client and you learned Botkeeper can provide the service 

Regardless of the reason it is advisable to reach out and discuss the change with your accounting manager to ensure it doesn’t negatively impact your contract.

Note: you can only cancel a client termination within 90 days after the termination date. To calculate the final date a client can have their termination canceled, take the termination date and add 89 days.  For example, if the termination date is January 1, 2024, then the last date you can process a client termination cancellation would be March 30, 2024.

To cancel a client termination take the following steps from Global View (no client selected):

1. Click on Client & User Management.
2. Click on the Clients tab; if you are not defaulted there
3. Click the client on the list—they will have "Terminated" showing in the Status column. Note if 90 days have passed since termination, you will be unable to reactivate a terminated client.
4. You should be taken to the Details tab, where you will click a green button in the upper right corner labeled "Reactivate Client."

You have now successfully canceled the termination of your client from your Partner portal.

To cancel a client termination from Client View (you have already selected a client on the left navigation)

1. Go to Client & User Management.
2. Click on the Details tab.
3. Click the Reactivate button.
   Note this button will not appear if the client was terminated more than 90 days ago.