This article will show you how to cancel an agreement
2 min read
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How To Cancel an Agreement
From the Customer Service ribbon, navigate to Customer Activity
Select the agreement you want to cancel and click Cancel Agreement
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3. The Agreement Cancellation dialog box will appear. Complete the following fields:
Credit Reason | Enter a reason for the cancellation | ||
Cancellation Fee | Make any necessary adjustments | ||
Application Options | Make any necessary adjustments | ||
Term # Cancellation Settings | Make any necessary adjustments
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4. Click OK
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Warning C-UPG - To be used for upgrades XOPS - One off scenarios in which cancel letters are not desired |
Wrap up
You should now know how to cancel an agreement in Advantage.
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Still need help? We know this can be frustrating. To get further help open a Jira ticket. |
Level up with a Masterclass
Evolve course title
This will be an Evolve course or other L&D product.Advantage Customer Service: Account Maintenance
Advantage Customer Service: Invoices & Payments
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