Differences

This shows you the differences between two versions of the page.

--- howto:cancel [2025/09/16 16:37]
216.73.216.115 old revision restored (2025/07/04 15:41)
+++ howto:cancel [2025/09/16 22:04] (current)
216.73.216.115 old revision restored (2025/09/16 16:36)
@@ 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**
+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**
 {{: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]].
-. Update the Step 1, 2 and or 3 **Rebill Date** to 1 month in the future
+. 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 Datse** to 1 month in the future
 {{:howto:Picture2.png|}}
@@ Line 24: / Line 26: @@
 ===== 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.
+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.
+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.
+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.
-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:picture1.png |}}

Dial Customer Solutions Internal CS Wiki

User Tools

Site Tools

Differences

Page Tools