ADV FAQs Full Member Selectable Cancel
- Anthony Fontana
Summary / TL:DR: This article will show you how to cancel a single term of a customer’s membership. This is generally used for cancelling a future term only.  For instructions on cancelling the entire membership term, go here.
These instructions require you to have a control group open. For more on control groups, go here.
How to Cancel a Future Term of a Membership
From the Customer Search screen navigate to Customer Activity
Highlight the membership you want to update and then right-clickÂ
Select Membership Actions and then select Full Member Selectable Cancel Â
The Full Member Selectable Cancel dialog box will appear, complete the following fields:
Customer Number | The account number. |
Membership Org | The organization the membership is associated with. |
Term Number | The term being cancelled. |
Service Reason | The reason the membership is being cancelled. These reasons vary by owning organization. |
Apply to Order | Where any credits due will be applied. In most cases, this will default to REFUND to provide the credit to the customer. Users can also enter an order number here to apply the credit to. In the case where a membership has not been paid for, the original order number will automatically fill in here. |
If there is a Cancellation Fee associated with the refund policy, there are additional controls you can manage from this screen. You can check the Waive Fee box to override the fee. You can also manually apply a free based on a flat amount or percent in the Cancellation Fee box.
5. Click OK
6. A dialog box will appear to confirm the cancellation, select Yes
7. The Mass Cancel Recap dialog box will appear with the cancel member order totals including the amount refunded.
8. Click Close
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