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This article will show you how to cancel an agreement

2 min read

Info

Note
These instructions require you to have a control group open.

How To Cancel an Agreement

  1. From the Customer Service ribbon, navigate to Customer Activity

  2. Select the agreement you want to cancel and click Cancel Agreement

Info

Note
You may also cancel Future Terms here as well using the Cancel Agreement button on the Renewal Future Terms tab on the Customer Activity Screen.

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

Note

Warning
Do Not Use Reverse Entire Term

4. Click OK

Note

Warning
In some cases, customer service is cancelling to upgrade or switch the service and they do not want the letter to update. In these cases, the agent should use one of the following reasons as they do NOT generate the letter:

C-UPG - To be used for upgrades

XOPS - One off scenarios in which cancel letters are not desired

Tip

Wrap up

You should now know how to cancel an agreement in Advantage.

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Related Content

FAQs - Cancel an Order

Read this guide

FAQs - Adjust Days for an Agreement

Read this guide

Info

Still need help?

We know this can be frustrating. To get further help open a Jira ticket.

Open a ticket [Link to JSD]

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