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--- howto:cancel [2025/07/04 15:40]
216.73.217.3 old revision restored (2025/05/26 05:35)
+++ howto:cancel [2025/07/05 00:56] (current)
216.73.217.3 old revision restored (2025/07/04 16:02)
@@ Line 17: / Line 17: @@
 . Update the Step 1, 2 and or 3 **Rebill Date** to 1 month in the future
-{{:howto:Picture2.png|}}
+{{:howto:cancel_purchase.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 24: / Line 31: @@
 ===== If the customer is no longer in the Trial =====
-The customer has already been charged for their first month but would like to cancel all further shipments. To cancel any further billing of a Product – You will need to update the **REBILL** date to be **“0”** on the excel sheet.
+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:picture1.png |}}
+{{:howto:cancel_subscription_2.png|}}

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