Cancel Subscription

Use this feature when a Customer requests a cancellation of their Subscription.

Cancel Subscription Options: 

• Cancel via Subscription Contracts screen
• Cancel Subscriptions via Import/Export
• Cancel Subscription via API

There are 5 relevant scenarios that may apply, with varying policies on refunds vs. correct Cancel as of Date for a Subscription in Ordway.

Note: Cancellation Effective Date is when the cancellation is considered effective, even if the change is made on a different date. 

Scenarios are listed in order of increasing levels of conservatism for Refund policy:

Cancel via Subscription Contract 

Preconditions:

1. Subscription is activated.
2. Invoices have already been created/posted for the Subscription.
3. Customer has requested a cancellation, user agrees, selecting from one of the scenarios described above.

Steps:

1. Navigate to Menu > Customer Accounts or Contracts & Orders > Subscription Contracts.

2. Click Cancel for the desired Subscription.

3. On the pop-up page, select the proper Cancel as of date based on the scenarios above.

4. Click Preview to confirm the next period’s billing schedule.

5. Click Yes, Cancel Subscription. 

Note: Once a Subscription is saved with a Cancelled status, it appears in Ordway as Cancelled, even prior to the actual cancellation date. Read more about filtering Subscriptions by status. 

6. To generate a credit Invoice for the prorated Invoice, use Billing Run - Target Date = Cancel as of Date, and follow steps provided in Create Billing Run for a single Subscription.

7. To issue a refund for the credit Invoice, follow steps provided in Issue Refund to Customer.

Cancel via Import/Export

View one of the following articles to address cancelling subscriptions via export: 

Please see our Import & Export Data documentation.

• Cancel Active Subscriptions Via Imports
• Import Historical Cancelled Subscriptions