How to schedule a change of plan and cancel a contract.
Scheduling a change of plan
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If the side menu is not visible, click
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In the side menu, click Finance.
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Under the Invoicing section, click Contracts.
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Click the contract where you want to schedule the change of plan for.
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Under the Contract Details section, activate the button Schedule a change of plan for this contract.
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Select a new plan the contract should be switched to in the Change Plan to field. The current contract will be switched to the new plan upon the contract's next renewal date.
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Optional: Add contract notes.
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Click Save Changes.

Cancelling a Contract
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If the side menu is not visible, click
.
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In the side menu, click Finance.
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Under the Invoicing section, click Contracts.
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Do one of the following:
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Move your pointer to the left of the contract you want to cancel and select the check-box that is displayed. A pop-out menu is displayed.
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At the end of the contract you want to cancel, click
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A pop-out menu is displayed.
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On either pop-out menu, click Cancel the contract.
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Click Save changes.
Scheduling a cancellation date
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If the side menu is not visible, click
.
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In the side menu, click Finance.
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Under the Invoicing section, click Contracts.
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Click the contract whose details you want to view. The Details page is displayed by default.
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Under the Cancellation section, activate the button below Schedule a cancellation date....
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Set the cancellation date.
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Optional: Select the reason from the list and add notes.
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Click Save Changes.
Prorating the cancellation of a contract
You can also prorate the cancellation of a contract
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If the side menu is not visible, click
.
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In the side menu, click Finance.
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Under the Invoicing section, click Contracts.
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Click the contract whose details you want to view. The Details page is displayed by default.
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Under the Cancellation section, activate the button below Schedule a cancellation date.... ( set the date)
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Tick the box "Adjust the last invoice based on the number of days between billing day and the cancellation date"
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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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