Cancellation Requests - Revision history

SarahK at 18:33, 19 April 2022

2022-04-19T18:33:50Z

SarahK: /* Enabling Cancellation Requests */

2022-03-11T22:22:43Z

‎Enabling Cancellation Requests

DanR at 17:41, 23 February 2021

2021-02-23T17:41:46Z

John: Redirected page to Products Management#Cancelling a Product.2FService

2017-12-05T16:14:18Z

Redirected page to Products Management#Cancelling a Product.2FService

New page

#REDIRECT [[Products_Management#Cancelling_a_Product.2FService]]

@@ Line 2: / Line 2: @@
 ===Enabling Cancellation Requests===
-In '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]''' under "Miscellaneous" there is an option for "Cancellation Requests". Once enabled accounts will automatically be terminated when the Cancellation Request becomes due.
 ===Show Cancellation Link===
-Customers can request cancellation from the product details page. The Cancellation Request will actioned then appear in '''Clients > Cancellation Requests''' along with an email notification and will be processed automatically when the cron runs. For more information [[Products_Management#Cancelling_a_Product.2FService|refer to this page]].
+When you enable '''Show Cancellation Link''' in the '''[[Other Tab|Other]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings''', a link will display to allow clients to place a cancellation request automatically.
-Once a Cancellation Request is placed and/or the termination date is set, WHMCS will automatically terminate the client's package on the termination date.
+Customers can request cancellation from the product details page. The cancellation request will appear in '''Clients > Cancellation Requests''' along with an email notification. It will be processed automatically when the cron runs. For more information, see [[Products_Management#Cancelling_a_Product.2FService|Cancelling a Product]].
 ===Invoices after Cancellation===
 When enabled, any unpaid invoices for a service will be cancelled automatically when a client submits a cancellation request. If the service renewal has been invoiced with other items only the cancelled item will be removed from the invoice. Any discounts or group discounts that apply to the cancelled service will be removed as well.
 ===Manual Cancellation===
 If the Cancellation Request setting is '''not''' enabled then at this point you must navigate to the cancellation requests page, click through to the service page and click the '''Terminate''' module command button to remove the account from the server. The cancellation request is then moved from the ''Open Requests'' page to ''Completed Requests''.
 ===Automated Cancellation===
 If the Cancellation Request setting '''is''' enabled the cancellation request will be actioned when the daily automation cron runs on the appropriate day. For example if the ''Immediate'' option was selected it will be terminated on the next cron run; if ''End of Billing Period'' was selected it will be terminated when the cron runs on the service's Next Due Date.
 ===Voiding Cancellation Requests===
 If a Cancellation Request has been submitted by your client and they later change their mind, it is quick and easy to void their cancellation request. Simply navigate to '''Clients > Cancellation Requests''', locate the cancellation you wish to remove, and then click the red X next to the request to remove it. This will stop the cancellation from processing automatically. You'll need to make sure to mark any invoices that were cancelled as "Unpaid" to prevent billing errors.
 ===Admin Scheduled Cancellations===
-As an admin user, you can schedule the termination of a product at the end of the currently active period by going to the Products/Services tab, ticking the '''Auto-Terminate End of Cycle''' option and optionally entering a reason/note for it. Any unpaid invoices for the product will be cancelled and will suppress any further renewal invoices from generating for this product and terminate it when the next due date is reached.
-The "Cancellation Requests" setting in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings''' or, prior to WHMCS 8.0, '''Setup > Automation Settings''' must also be enabled.
+As an admin, you can schedule the termination of a product at the end of the currently active period by going to the '''[[Clients:Products/Services Tab|Products/Services]]''' tab, checking '''Auto-Terminate End of Cycle''', and optionally entering a reason or note. Any unpaid invoices for the product will be cancelled and will suppress any further renewal invoices from generating for this product and terminate it when the next due date is reached.
 ===Admin Immediate Cancellation===
-If you want to cancel or terminate a product or service immediately then you simply need to locate the item you wish to cancel and from the Products/Services page and click the '''Terminate''' button if the product is linked to a module. If it is not linked to a module, you should manually change the dropdown status from Active to '''Cancelled'''. Once you've done this, no further invoices will generate for the item.

@@ Line 2: / Line 2: @@
 ===Enabling Cancellation Requests===
-In '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings''' under "Miscellaneous" there is an option for "Cancellation Requests". Once enabled accounts will automatically be terminated when the Cancellation Request becomes due.
+In '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]''' under "Miscellaneous" there is an option for "Cancellation Requests". Once enabled accounts will automatically be terminated when the Cancellation Request becomes due.
 ===Show Cancellation Link===

← Older revision		Revision as of 17:41, 23 February 2021
Line 1:		Line 1:
−	#~~REDIRECT~~ [[Products_Management#Cancelling_a_Product.2FService]]	+	Cancellation Requests enable your clients to let you know when they no longer wish to continue their service and can ensure services are automatically terminated when no longer required.
		+
		+	===Enabling Cancellation Requests===
		+	In '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings''' under "Miscellaneous" there is an option for "Cancellation Requests". Once enabled accounts will automatically be terminated when the Cancellation Request becomes due.
		+
		+	===Show Cancellation Link===
		+	When you enable the '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Other Tab > [[Other_Tab#Show_Cancellation_Link\|Show Cancellation Link]]''' option a link will be shown in the client area so your clients can place a Cancellation Request automatically.
		+
		+	Customers can request cancellation from the product details page. The Cancellation Request will actioned then appear in '''Clients > Cancellation Requests''' along with an email notification and will be processed automatically when the cron runs. For more information [[Products_Management#Cancelling_a_Product.2FService\|refer to this page]].
		+
		+	Once a Cancellation Request is placed and/or the termination date is set, WHMCS will automatically terminate the client's package on the termination date.
		+
		+	===Invoices after Cancellation===
		+	When enabled, any unpaid invoices for a service will be cancelled automatically when a client submits a cancellation request. If the service renewal has been invoiced with other items only the cancelled item will be removed from the invoice. Any discounts or group discounts that apply to the cancelled service will be removed as well.
		+
		+	===Manual Cancellation===
		+	If the Cancellation Request setting is '''not''' enabled then at this point you must navigate to the cancellation requests page, click through to the service page and click the '''Terminate''' module command button to remove the account from the server. The cancellation request is then moved from the ''Open Requests'' page to ''Completed Requests''.
		+
		+	===Automated Cancellation===
		+	If the Cancellation Request setting '''is''' enabled the cancellation request will be actioned when the daily automation cron runs on the appropriate day. For example if the ''Immediate'' option was selected it will be terminated on the next cron run; if ''End of Billing Period'' was selected it will be terminated when the cron runs on the service's Next Due Date.
		+
		+	===Voiding Cancellation Requests===
		+	If a Cancellation Request has been submitted by your client and they later change their mind, it is quick and easy to void their cancellation request. Simply navigate to '''Clients > Cancellation Requests''', locate the cancellation you wish to remove, and then click the red X next to the request to remove it. This will stop the cancellation from processing automatically. You'll need to make sure to mark any invoices that were cancelled as "Unpaid" to prevent billing errors.
		+
		+	===Admin Scheduled Cancellations===
		+	As an admin user, you can schedule the termination of a product at the end of the currently active period by going to the Products/Services tab, ticking the '''Auto-Terminate End of Cycle''' option and optionally entering a reason/note for it. Any unpaid invoices for the product will be cancelled and will suppress any further renewal invoices from generating for this product and terminate it when the next due date is reached.
		+	The "Cancellation Requests" setting in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings''' or, prior to WHMCS 8.0, '''Setup > Automation Settings''' must also be enabled.
		+
		+	===Admin Immediate Cancellation===
		+	If you want to cancel or terminate a product or service immediately then you simply need to locate the item you wish to cancel and from the Products/Services page and click the '''Terminate''' button if the product is linked to a module. If it is not linked to a module, you should manually change the dropdown status from Active to '''Cancelled'''. Once you've done this, no further invoices will generate for the item.