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.

Note: Staff without permission to terminate customer plans can still begin the termination process and have someone with the appropriate permission complete the termination.

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

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

Navigate to the Plans section.

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

Select Terminate. A Confirm Plan Termination dialog opens.

In Reason, select the reason.
Set Issue prorated refund? according to the site's policy.
If Issue prorated refund? is set to Yes, set the Refund date.
Select add to cart. The sales panel opens and the transaction is added to the cart.

If there is a refund, tender the refund.

Terminate an Unlimited Plan with Limited Permission

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

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

Navigate to the Plans section.

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

Select Terminate. A Confirm Plan Termination dialog opens.

In Reason, select the reason.
Set Issue prorated refund? according to the site's policy.
If Issue prorated refund? is set to Yes, set the Refund date.
Select add to cart. The sales panel opens and the transaction is added to the cart.
If there is a refund, tender the refund. The Authorization required dialog opens.

In Authorized User, the employee with the correct permission enters their username.
In Password, enter the password.
Select authorize. The refund is tendered to the selected method.