Scheduling a change of plan and cancelling a contract

How to schedule a change of plan and cancel a contract.

Scheduling a change of plan 

To schedule a change of plan take the following steps:
  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 where you want to schedule the change of plan for. 

  5. Under the Contract Details section, activate the button Schedule a change of plan for this contract.

  6. 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. 

  7. Optional: Add contract notes. 

  8. Click Save Changes. 

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Scheduling a change of plan

 

  If a change of plan has been enabled, but no new plan has been selected in the Change Plan to field, the current contract will be cancelled upon the next renewal date. This option should not be used to cancel contracts.  

Cancelling a Contract 

To cancel a contract use the following procedure: 
  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 contract you want to cancel and select the check-box that is displayed. A pop-out menu is displayed.

    • At the end of the contract you want to cancel, 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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