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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.

  1. From Customers, select Manage customers to open the Manage customers window.
  2. Find a customer's record.
  3. Select the Billing tab.

    Note: To open this window with data, you must have performed some type of billing transaction first.

  4. Double-click a line item to open the Dues/Subscriptions Item Detail window.
  5. Click Edit.
  6. 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.
  7. Click Save.
  8. Click Payment to open the Dues/Subscription Payments By Individual window.
  9. Click New to begin recording the cancellation.

See Also

Processing Subscription Cancellations After Payment

To record the cancellation amount:


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