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Close an Organization

How the Owner permanently closes an organization, the conditions to meet first, and which records to keep.

Only the Owner can close an organization. Before you start, the organization must meet the conditions below.

Before closing

Required

Remaining funds in accounts

❌ None

Open cards

❌ None

Other team members

❌ None

Closure is permanent. The organization can’t be reopened.

Prepare for Closure

Before closing, the organization must have:

  • No remaining funds in its accounts.

  • No open cards.

  • No other team members.

Review pending payments and expected returns before removing funds or closing cards. Contact us if an unresolved transaction could affect closure.

Keep the Records You Need

Before closure, use Export Transactions as CSV to download the transaction records you need for your business.

Close the Organization

  1. Select the correct organization.

  2. Open Settings → General.

  3. Choose the organization-closing action.

  4. Review the conditions and confirmation.

  5. Resolve any blockers shown.

  6. Confirm only when you’re ready for permanent closure.

Organization restricted or action unavailable? Contact us for the next steps.


Need Help?

Contact us through the support widget or at [email protected] with the organization name and any relevant Transaction IDs — including for questions after closure.

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