Terminate an Unlimited Plan

Use these steps when a customer wants to immediately end their membership. The customer will no longer be eligible to use the plan, and they may or may not receive a refund depending on how the site configured the plan.

  1. Log in to the cashier application.
  2. Select Customers. The Customers panel opens.
  3. Locate the customer that wants to terminate their plan.

  1. Select the customer's name. The Customer panel opens.

  1. Navigate to the Plans section.

  1. Select the edit function for the plan. The Plan Details panel opens.

  1. Select Terminate. A Confirm Plan Termination dialog opens.

  1. In Reason, select the reason.
  2. Set Issue prorated refund? according to the site's policy.
  3. If Issue prorated refund? is set to Yes, set the Refund date.
  4. In Refund method, select the card on file to which the refund should be issued, or Active payment terminal and then direct the customer to follow the prompts.
  5. Select Confirm. The dialog closes, a receipt prints, and the Customer panel remains open for the selected customer.