Close IRIS FasTrak Account

To close an account down in IRIS FasTrak you must set the account balance to 0 and move the record to the archive.

Closing an Account

  1. If the IRIS 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 IRIS FasTrak will sync to match the final balance in the payment provider (which would be £0 for example).
  2. If the IRIS 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 IRIS FasTrak system (eg. cash or another method).

  3. Highlight account and select Set Online Off to prevent accidental updating from payment provider. For more information, go to Set an Account as Online or Offline.

  4. Once the account balance has been closed off, the record can be marked as archived. You can do this by following Delete User Records from IRIS BioStore and ID Manager.

The account can be archived before the balance is closed off in IRIS 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 To find the record in FasTrak Admin after they have been archived, go to People then select Archived People.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.