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--- howto:cancel [2025/07/04 15:46]
216.73.217.3 old revision restored (2025/05/25 23:45)
+++ howto:cancel [2025/07/05 00:56] (current)
216.73.217.3 old revision restored (2025/07/04 16:02)
@@ Line 1: / Line 1: @@
 ====== How to cancel a subscription ======
-The process to cancel is different depending on whether the customer is on a Trial.  You will need to repeat these steps for each separate product.
+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:
-Click the **Continuity** tab in the CRM. The **Status** will be //**Trial**// until it expires and flips to //**Active**//.
+https://docs.google.com/spreadsheets/d/1-QL4VkuJgOvn3mS7sD4fie1zjsVbfXqeuorqRTyJb9Y/edit#gid=494181682
-{{:howto:trial_status.png|}}
+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 =====
@@ Line 13: / Line 15: @@
 The customer has the option to [[howto:rma|RMA the product]] to prevent being charged or [[general:making_offers|accept an offer]].
-.  From the **Continuity** tab, click on the **Purchase** name you wish to cancel.
+. Update the Step 1, 2 and or 3 **Rebill Date** to 1 month in the future
 {{:howto:cancel_purchase.png|}}

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