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titleJump to Video Demonstration: How to Change a Credit Card in Soft Decline
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urlhttps://wiki.14west.us/display/ADVSUPPORT/Cancel+an+Order+with+Installment+Billing#CancelanOrderwithInstallmentBilling-video

Use these instructions when a customer wants to cancel an order that Is currently on installment billing. 

Summary / TL:DR: This article will show you how to cancel and order with installment billing in Advantage.

Tip

Wrap up

You should now know how to cancel and order with installment billing in Advantage.

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How to Cancel an Order with Installment Billing 

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

  2. Select the item you want to cancel the installment for and do the following...

    Expand
    titleFor AMB select Cancel Agreement, for Conference right click and select delete registration...

    1. A dialog box will appear to confirm the cancellation. (The dialog box will be different depending on the item type being canceled, (for example  an AMB) complete the following fields:

      Credit ReasonSelect a cancellation reason.
      Cancellation FeeLeave the default.
      Application OptionsLeave the default.
      Term # CancellationLeave the default.
      Future Term Cancellation


      Expand
      titleIf you also want to cancel all future terms...
      Prompt the user as to whether they want to cancel all future terms along with the cancellation of the term being processed. Click the Cancel All Future terms box.



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    2. Click OK
    3. The order recap will display the refund for the installment cancel 


    Expand
    title For CIR select Modification and enter CUS...

    1. A dialog box will appear to confirm the cancellation, hit enter once, and then complete the following fields:

      Issues to CreditThis field will be auto filled based on the credit policy
      Circulation Service ReasonSelect a cancel reason
      Apply to OrderLeave as REFUND
      Cancellation FeeLeave as No Cancellation Fee
      Reserve Credit RuleLeave Blank


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    2. Click OK
    3. The order recap will display the refund for the cancel


    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