Dial Customer Solutions Internal CS Wiki

You've loaded an old revision of the document! If you save it, you will create a new version with this data.

====== How to cancel a subscription ======

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:

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**

===== If the customer is currently in the Trial =====

__IMPORTANT__: At this point, the customer has not paid for their product. They need their subscription to be cancelled //after// the next bill date.

The customer has the option to [[howto:rma|RMA the product]] to prevent being charged or [[general:making_offers|accept an offer]].

1. Update the Step 1, 2 and or 3 **Rebill Date** to 1 month in the future

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]].

===== 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.

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 |}}

Edit summary

Dial Customer Solutions Internal CS Wiki

User Tools

Site Tools

Page Tools