Differences

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--- reasons:cancel_my_order [2025/07/04 14:17]
216.73.217.3 old revision restored (2025/06/17 15:29)
+++ reasons:cancel_my_order [2025/09/16 18:51] (current)
216.73.216.115 old revision restored (2025/09/16 15:05)
@@ Line 1: / Line 1: @@
-  * Status = Hold
+====== I want to cancel my order ======
-  * Pending > Shipped
-    * RMA req’d, extend trial date, cancel after next bill
+Familiarize yourself with their account in the CRM and [[howto:check_delivery|check the status of their most recent order]].
+If the order **Status** is on //Hold//, [[general:making_offers|make an offer]] to keep the sale active. If your offers are not accepted, the [[howto:cancel_order|order can be cancelled]] and a refund issued.
+If the customer is on a trial, they will need to [[howto:rma|return the product]] to avoid being charged or [[general:making_offers|accept an offer]].
+If the customer is no longer on the trial, they will need to [[howto:rma|return the product]] to receive a refund. Preferably, they will [[general:making_offers|accept an offer]].

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