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ADV FAQs Cancel an Agreement
ADV FAQs Cancel an Agreement
- Anthony Fontana
Owned by Anthony Fontana
Nov 20, 2023
1 min read
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This article will show you how to cancel an agreement
2 min read
Note
These instructions require you to have a control group open.
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
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 |
4. Click OK
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