Cancelling a contract

How to cancel a contract. 
  1. If the side menu is not visible, click .

  2. In the side menu, click Finance.

  3. Under the Invoicing section, click Contracts.

  4. Do one of the following:

    • Move your pointer to the left of the product you want to delete and select the check-box that is displayed. A pop-out menu is displayed.

    • At the end of the product you want to delete, click   .

      A pop-out menu is displayed.

  5. On either pop-out menu, click Cancel the contract.

  6. Click Save changes. 

Scheduling a cancellation date

  1. If the side menu is not visible, click .

  2. In the side menu, click Finance.

  3. Under the Invoicing section, click Contracts.

  4. Click the contract whose details you want to view. The Details page is displayed by default.

  5. Under the Cancellation section, activate the button below Schedule a cancellation date....

  6. Set the cancellation date.

  7. Optional: Select the reason from the list and add notes.

  8. Click Save Changes. 

Prorating the cancellation of a contract

You can also prorate the cancellation of a contract  

  1. If the side menu is not visible, click .

  2. In the side menu, click Finance.

  3. Under the Invoicing section, click Contracts.

  4. Click the contract whose details you want to view. The Details page is displayed by default.

  5. Under the Cancellation section, activate the button below Schedule a cancellation date.... ( set the date)

  6. Tick the box "Adjust the last invoice based on the number of days between billing day and the cancellation date"

  7. Click Save changes.

  Pro-rating a cancellation won't work unless the plan it's based on has both pro-rating and pro-rating cancellation enabled.

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