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--- howto:cancel [2025/07/04 15:29]
216.73.217.3 old revision restored (2024/09/14 15:52)
+++ howto:cancel [2025/07/05 00:56] (current)
216.73.217.3 old revision restored (2025/07/04 16:02)
@@ Line 5: / Line 5: @@
 https://docs.google.com/spreadsheets/d/1-QL4VkuJgOvn3mS7sD4fie1zjsVbfXqeuorqRTyJb9Y/edit#gid=494181682
-After a trial has expired. To cancel any further billing of a Product – 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**
+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|}}
@@ Line 15: / Line 15: @@
 The customer has the option to [[howto:rma|RMA the product]] to prevent being charged or [[general:making_offers|accept an offer]].
-. 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.
+. Update the Step 1, 2 and or 3 **Rebill Date** to 1 month in the future
-. Update the Step 1, 2 and or 3 **Rebill Datse** to 1 month in the future
+{{:howto:cancel_purchase.png|}}
-{{: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]].
@@ Line 26: / Line 31: @@
 ===== If the customer is no longer in the Trial =====
-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.
+The customer has already been charged for their first month so you can cancel immediately and there will be no further charges.
-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.
+.  From the **Continuity** tab, click on the **Purchase** name you wish to cancel.
-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.
+{{:howto:cancel_purchase.png|}}
+.  Click **Cancel Subscription**. Set the **Reason**. Set **Schedule For** to //**NOW**//. Click **Submit Cancel**.
-{{:howto:picture1.png |}}
+{{:howto:cancel_subscription_2.png|}}

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