ADV FAQs "Cancelling" an Item on Installment Billing

Some users utilize installment billing on products. Products do not have a concept of a cancel like subscriptions, but of returns. In order to cancel all future installments for a product, follow the below steps.

Instructions

1. Navigate to SVCCTA (Customer Activity) view.

2. Search for the Customer Number or Order Number.

3. Choose the order you want to “cancel”.

4. Click the Wrench icon.

5. On the Add Applied Return pop-up, add a Credit Reason, and if you do NOT want the customer to be refunded, uncheck Refund Order.

6. Open

   

   Click OK.

7. At the next pop-up, add the quantity and then check Partial Credit.

8. Open

   

   Click OK.

9. At the Partial Credit pop-up, under Requested Credits, you should put in the total amount of the remaining invoices that have NOT been paid. So if the customer has $200 left in open invoices, you would put that below.

10. Click OK.

11. You will then need to post your order. This will write off the open invoices and not refund the customer.

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