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Client Offboarding
1: Client name
2: Schedule and send final invoicing
3: Remove all interval jobs from admin calendar
4: Remove all reoccurring invoicing from Xero – Regular and interval jobs
5: Date of termination
6: Inform staff of finish date
7a: Collect keys from staff and organise for them to be returned by way of
Leave on site
Delivery to client
Mail to client
7b: Key collection notes
8: Collect equipment from site
Yes
No
9: Detailed description of equipment description and location
10: Is any correspondence required with client
Yes
No
11: Details of correspondence required
12: Send confirmation of termination email to client
13: Amount of outstanding debt
14: What is to be carried out in relation to debt collection
15: Image upload
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