1. Accounting
  2. Banking
  3. Intelligent Payment Automation
  4. Off-Boarding Accounts with BILL

Off-Boarding Accounts with BILL

If you intend to discontinue the NetSuite Intelligent Payment Automation Cloud Service, you are responsible for notifying the Oracle NetSuite Support team. You must also verify the status of all payments, including canceling any payments scheduled after the service’s termination or uninstallation.

To proceed with off-boarding accounts with BILL

  1. Notify Oracle NetSuite Support. Contact the Oracle NetSuite Support team and inform them of your intent to discontinue the NetSuite Intelligent Payment Automation Cloud Service (BILL).

  2. Log into your account and check the status of all payments:

    • Identify any payments that are scheduled but not yet processed.

    • Review any in-flight payments (payments that have been initiated but are not yet settled).

  3. Cancel scheduled payments. Cancel all payments that are scheduled for a date after your planned service termination or uninstallation date.

  4. Monitor in-flight payments. Be aware that some in-flight payments, such as outstanding checks, might also be canceled as a part of the off-boarding process.

  5. Confirm service termination. When all payments are reviewed and managed, confirm with Oracle NetSuite Support that your service has been successfully discontinued.

Important:

Do not uninstall the Intelligent Payment Automation SuiteApp before receiving a confirmation from BILL.

Related Topics

General Notices