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--- howto:cancel [2025/05/26 05:34]
20.171.207.86 old revision restored (2024/09/12 23:41)
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-====== How to cancel a subscription ======
-The process to cancel is different depending on whether the customers Trial has expired. Changes will need to be entered into an online spreadsheet. This document can be accessed here:
-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. .
-{{:howto:Picture1.png|}}
-===== If the customer is currently in the Trial =====
-__IMPORTANT__: At this point, the customer has not paid for their product. They need their subscription to be cancelled //after// the next bill date.
-The customer has the option to [[howto:rma|RMA the product]] to prevent being charged or [[general:making_offers|accept an offer]].
-. Update the Step 1, 2 and or 3 **Rebill Date** to 1 month in the future
-{{:howto:Picture2.png|}}
-.  Set the **Next Bill Date** to __1 month__ in the future and click **Update Purchase**.
-{{:howto:extend_trial.png|}}
-.  Click **Cancel Subscription**. Set the **Reason**. Set **Schedule For** to //**Next Successful Billing**//. Click **Submit Cancel**.
-{{: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]].
-===== 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.
-.  From the **Continuity** tab, click on the **Purchase** name you wish to cancel.
-{{:howto:cancel_purchase.png|}}
-.  Click **Cancel Subscription**. Set the **Reason**. Set **Schedule For** to //**NOW**//. Click **Submit Cancel**.
-{{:howto:cancel_subscription_2.png|}}

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