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

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...

    For 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 Reason	Select a cancellation reason.
      Cancellation Fee	Leave the default.
      Application Options	Leave the default.
      Term # Cancellation	Leave the default.
      Future Term Cancellation	If 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.

      
      

   2. Click OK
   3. The order recap will display the refund for the installment cancel 
     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 Credit	This field will be auto filled based on the credit policy
      Circulation Service Reason	Select a cancel reason
      Apply to Order	Leave as REFUND
      Cancellation Fee	Leave as No Cancellation Fee
      Reserve Credit Rule	Leave Blank

      
      

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

    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