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ADV FAQs Cancel an Agreement

ADV FAQs Cancel an Agreement

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

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

  2. 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



Related Content

FAQs - Cancel an Order

Read this guide

FAQs - Adjust Days for an Agreement

Read this guide


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