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--- howto:cancel [2025/07/04 15:41]
216.73.217.3 old revision restored (2025/05/28 22:47)
+++ 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
-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 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 =====
-In this case the customer has already been charged for their first month along with any further shipment. They would like to cancel all future shipments. To cancel any further billing of a Product – You will need to update the online google cancellation sheet the **REBILL DATE** of the **MOST RECENT ORDER**  to be **“0”** on the excel sheet. Remember you **MUST** put an entry for **EACH PRODUCT SUBSCRIPTION** you are looking to cancel.
+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**.
-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.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:cancel_subscription_2.png|}}
-{{:howto:picture1.png |}}

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