Difference between revisions of "Cancellation Requests"
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===Enabling Cancellation Requests=== | ===Enabling Cancellation Requests=== | ||
| − | + | ||
| + | To automatically terminate accounts when the cancellation request becomes due, enable '''Cancellation Requests''' at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]''' or, prior to WHMCS 8.0, '''Setup > Automation Settings'''. | ||
===Show Cancellation Link=== | ===Show Cancellation Link=== | ||
| − | |||
| − | + | 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. | |
| − | + | 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]]. | |
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| + | After a Cancellation Request is placed or the termination date is set, WHMCS will automatically terminate the client's package on the termination date. | ||
===Invoices after Cancellation=== | ===Invoices after Cancellation=== | ||
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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. | 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=== | ===Manual Cancellation=== | ||
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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''. | 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=== | ===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. | 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=== | ===Voiding Cancellation Requests=== | ||
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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. | 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=== | ===Admin Scheduled Cancellations=== | ||
| − | As an admin | + | |
| − | + | 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. | |
| + | |||
| + | You must also enable "'Cancellation Requests'" at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]''' or, prior to WHMCS 8.0, '''Setup > Automation Settings'''. | ||
===Admin Immediate Cancellation=== | ===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 | + | |
| + | 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 '''[[Clients:Products/Services Tab|Products/Services]]''' tab and click '''Terminate''' 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. | ||
Latest revision as of 18:33, 19 April 2022
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.
Contents
Enabling Cancellation Requests
To automatically terminate accounts when the cancellation request becomes due, enable Cancellation Requests at Configuration () > System Settings > Automation Settings or, prior to WHMCS 8.0, Setup > Automation Settings.
Show Cancellation Link
When you enable Show Cancellation Link in the Other tab at Configuration () > 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.
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 Cancelling a Product.
After a Cancellation Request is placed 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, you can schedule the termination of a product at the end of the currently active period by going to the 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.
You must also enable "'Cancellation Requests'" at Configuration () > System Settings > Automation Settings or, prior to WHMCS 8.0, Setup > Automation Settings.
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 tab and click Terminate 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.