Example: Canceled Subscription Product
The following example illustrates a scenario where the customer requests a partial cancellation/refund for a journal subscription at the halfway point (July) of a 12-month subscription that originally ran from January through December.
- From Customers, select Manage customers to open the Manage customers window.
- Find a customer's record.
- Select the Billing tab.
Note: To open this window with data, you must have performed some type of billing transaction first.
- Double-click a line item to open the Dues/Subscriptions Item Detail window.
- Click Edit.
- If a full cancellation is requested, do not make any changes here. However, if you need to implement a partial cancellation with a refund, change the Period field to the desired date (for example, 7/01/2001) for the beginning of the cancellation.
- Click Save.
- Click Payment to open the Dues/Subscription Payments By Individual window.
- Click New to begin recording the cancellation.