Dial Customer Solutions Internal CS Wiki

User Tools

Site Tools

Trace:
howto:cancel

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
howto:cancel [2025/07/04 16:02]
216.73.217.3 old revision restored (2025/03/24 21:39) 		howto:cancel [2025/07/04 16:02] (current)
216.73.217.3 old revision restored (2025/05/21 10:45)
Line 5: Line 5:
 https://docs.google.com/spreadsheets/d/1-QL4VkuJgOvn3mS7sD4fie1zjsVbfXqeuorqRTyJb9Y/edit#gid=494181682    https://docs.google.com/spreadsheets/d/1-QL4VkuJgOvn3mS7sD4fie1zjsVbfXqeuorqRTyJb9Y/edit#gid=494181682   
  
-To cancel any further billing of a Product – You will need to update the **REBILL DATE** for the specific product date to be **“0”** on the online excel sheet. .+To cancel any further billing of a Product after a trial has expired. – You will need to update the **REBILL DATE** for each specific product date to be **“0”** on the online excel sheet. You will need to do this for **EACH PRODUCT SUBSCRIPTION**.  
 + 
 +For example if the customer ordered STEP 1, STEP 2 and STEP 3 there would need to be THREE entries in the google doc. You must always put the Order Number of the **MOST RECENT TRANSACTION**
  
 {{:howto:Picture1.png|}} {{:howto:Picture1.png|}}
Line 15: Line 17:
 The customer has the option to [[howto:rma|RMA the product]] to prevent being charged or [[general:making_offers|accept an offer]]. The customer has the option to [[howto:rma|RMA the product]] to prevent being charged or [[general:making_offers|accept an offer]].
  
-1. Update the Step 1, 2 and or 3 **Rebill Date** to 1 month in the future   +1. In this case there is only ONE ORDER NUMBER that has been generated in Konnektive therefore you will only need to make ONE ENTRY in the online cancel sheet.
- +
-{{:howto:cancel_purchase.png|}} +
- +
-2.  Set the **Next Bill Date** to __1 month__ in the future and click **Update Purchase**.+
  
-{{:howto:extend_trial.png|}}+2. Update the Step 1, 2 and or 3 **Rebill Datse** to 1 month in the future  
  
-3.  Click **Cancel Subscription**. Set the **Reason**. Set **Schedule For** to //**Next Successful Billing**//. Click **Submit Cancel**.+{{:howto:Picture2.png|}}
  
-{{:howto:cancel_subscription.png|}} 
  
 Inform the customer that they have 15 days to return the product. [[howto:rma|Issue an RMA]] or [[general:making_offers|have them accept an offer]]. Inform the customer that they have 15 days to return the product. [[howto:rma|Issue an RMA]] or [[general:making_offers|have them accept an offer]].
Line 31: Line 28:
 ===== If the customer is no longer in the Trial ===== ===== If the customer is no longer in the Trial =====
  
-The customer has already been charged for their first month so you can cancel immediately and there will be no further charges.+In this case the customer has already been charged for their first month or any future shipment. They would like to cancel all further shipments. 
  
-1.  From the **Continuity** tab, click on the **Purchase** name you wish to cancel.+To cancel any further billing of a Product – You will need to add an entry in the online google cancellation sheet using the **THE MOST RECENT TRANSACTION** FOR THAT PRODUCT. 
  
-{{:howto:cancel_purchase.png|}}+You will then need to update the **REBILL DATE TO BE “0”** on the excel sheet. Remember you **MUST** put an entry for **EACH PRODUCT SUBSCRIPTION** you are looking to cancel.
  
-2.  Click **Cancel Subscription**. Set the **Reason**. Set **Schedule For** to //**NOW**//. Click **Submit Cancel**. 
  
-{{:howto:cancel_subscription_2.png|}}+{{:howto:picture1.png |}}
howto/cancel.txt · Last modified: 2025/07/04 16:02 by 216.73.217.3

Page Tools

Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki