Cancel a Product
Written by Marissa Orsini
Updated at May 4th, 2023
Table of Contents
Scope
The following steps will show you how to cancel any products owned by a subscriber.
Requirements:
- Access to OneBill Platform
Cancel Product Owned
- Navigate to the Products Owned tab in the subscriber profile.
- Click on the Plus on the left of the product you would like to cancel
- Click on the Cog to the right of the item you want to cancel and select Cancel
- Complete the following fields
- Effective Date: Date this product should be cancelled on. Usually same day
- Reason for Cancellation: Select the reason that most closely fits.
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Reason Description: This is optional and is available to expand in more detail on the cancellation reason.
- Click Confirm
Activate the Cancellation Order
- Navigate to the Orders tab
- You will see your order in the Pending Billing status with a type of Delete
NOTE: A separate order will be made for each canceled product.
- Click on the cog to the right of the order and select Activate
- Select the Products you will be cancelling and change the Activation Date to the date which you will stop billing them.
- Click on Start Billing
NOTE: If you have a date where the customer has already been invoiced for the products, you will see credits post in the Transactions tab.