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To record the cancellation amount:

  1. Leave the Check/CC and Pay Amount fields blank unless you are recording a returned check or credit card cancellation.
  2. Select the line to be canceled and enter the cancellation amount as negative (-65.00) in the Amt Paid field.
  3. Tab to the Amt Adj field, and enter the cancellation amount as positive (65.00) to prevent the subscription line from having a positive balance in the end.
  4. Click Save. The (65.00 Unapplied) message displayed at the bottom of the window generates a credit open item. A message appears that prompts you to verify the creation of this open AR item.
  5. Click Yes.
  6. Change the Paid Thru date for the item to reflect the date of the cancellation.
  7. Click Save.
  8. On the Dues/Subscription Payments by Individual window, click Save.
  9. On the Dues Subscriptions window, select the canceled item and click Edit to open the Dues/Subscription Item Detail window in the edit mode.
  10. Change the Paid Thru date to match the abbreviated term, and enter I (for inactive) in the Status field.

    Now that the open credit item exists, you can refund the amount on the Credit Invoices window.

See Also

Processing Subscription Cancellations After Payment

Example: Canceled Subscription Product


ASI logo 10.5 Production Release. Updated 10/5/2005 3:12:25 PM
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