How to Cancel a Membership
- Enter the customer number and click
Multiexcerpt include MultiExcerptName Search PageWithExcerpt Advantage Button Master Page - From the Customer Search screen click
Multiexcerpt include MultiExcerptName Customer Activity PageWithExcerpt Advantage Button Master Page - Select the membership you want to cancel and then select
(also available by right-clicking and selecting Membership Actions)Multiexcerpt include MultiExcerptName Full Member Cancel PageWithExcerpt Advantage Button Master Page The Full Member Cancel dialog box will appear, complete the following fields:
Customer Number* Enter the Customer Number Membership Org* Enter the Membership Org associated with the membership. Service Reason* Enter the Service Reason - Tab to Issues to Credit and this will fill in based on the credit policy associated with the term subscription
Complete the following fields:
Service Reason Enter the Service Reason. Issues to Credit Make any necessary adjustments. Apply to Order Make any necessary adjustments. Info If there is a Cancellation Fee associated with the refund policy, there are additional controls you can manage from this screen. You can check the Waive Fee box to override the fee. You can also manually apply a free based on a flat amount or percent in the Cancellation Fee box.
- Click
Multiexcerpt include MultiExcerptName OK PageWithExcerpt Advantage Button Master Page - A dialog box will appear to confirm the cancellation, select
Multiexcerpt include MultiExcerptName Yes PageWithExcerpt Advantage Button Master Page - The Mass Cancel Recap dialog box will appear with the cancel member order totals including the amount refunded. Click
Multiexcerpt include MultiExcerptName Close PageWithExcerpt Advantage Button Master Page
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The list of cancellation reasons that display can vary based on the owning organization associated with the subscription. If changes to the list of reasons need to be made, submit a ticket for support. |