---
title: "Closing a Follow-Up"
slug: "closing-a-follow-up"
updated: 2026-08-10T20:23:30Z
published: 2026-08-10T20:23:30Z
canonical: "help.idibilling.com/closing-a-follow-up"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Closing a Follow-Up

To close a follow-up:

- The follow-up must be open.
- **Close** must be enabled under **Security > Profiles > Permission Profiles > Application > CostGuard Client > Customer Management > Customers > Follow-Ups** in your Permission Profile.

You can close an open follow-up directly from the **Journals** tab (Method 1 below). If you have the Edit Follow-up window open, you can also close the follow-up from there as described in Method 2 below.

Method 1 - Directly From the Journals Tab

1. Perform a customer search and open the Customer window for a specific customer account. See [Accessing Customer Management Records](/v1/docs/accessing-customer-management-records-customer-search).
2. Click the **Journals** tab.
3. Right-click on the follow-up, and click **Close Follow-Up**. This displays a confirmation message.
4. Click **Yes**. This closes the follow-up and updates the **Journals** tab to reflect the closed status.

Method 2 - If You are in the Edit Follow-up Window

1. From any of the tabs within the Edit Follow-Up window, click the **Close Follow-Up** button at the bottom of the window. This displays a confirmation message.
2. Click **Yes** to close the follow-up. If you did not make any changes to the follow-up, the confirmation and Edit Follow-Up windows are closed. The follow-up is closed and the **Journals** tab is updated to reflect the closed status.

If you made changes to the follow-up prior to clicking **Close Follow-Up**, this displays the Save Changes window.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/13094.bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A25Z&se=2026-11-14T12%3A04%3A25Z&sr=c&sp=r&sig=7J4v%2BWKRwKE7%2BlaBKdZ1yXjktg4m5iWVn9SsKl3pero%3D)
3. Click **Yes** to save your changes and close the follow-up. This displays a confirmation message.
4. To close the follow-up, click **Yes**. This closes the confirmation and Edit Follow-Up windows. The follow-up is closed and the **Journals** tab is updated to reflect the closed status and any changes you made.

> [!NOTE]
> Note
> 
> Clicking **No** cancels the follow-up but lets you save the changes you made.