Use these instructions when a customer would like to cancel a single term of their 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-click
Select Membership Actions and then select Full Member Selectable Cancel
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.
Click OK
A dialog box will appear to confirm the cancellation, select Yes
The Mass Cancel Recap dialog box will appear with the cancel member order totals including the amount refunded.
Click Close
The list of cancellation reasons that display can vary based on the owning organization associated with the subscription. If changes to the list of reasons need to be made, submit a ticket for support.
