Terminate a Wash Subscription from Portal

Use these steps to terminate a customer's wash subscription from the Patheon Portal application. Any plan with one of the following statuses can be terminated: Active, Discontinuing, Reloading, Suspended, or Suspending.

  1. Log in to Patheon Portal.
  2. Select Configuration.

  1. Select Customers. The Customers panel opens.

  1. Locate the customer terminating their wash subscription.
  2. Select the customer’s name. The Customer Details panel opens.
  3. Navigate to the Plans section.
  4. Select edit. The Plan Details panel opens.

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

  1. In Reason, select an explanation for the termination.
  2. Issue prorated refund? is enabled if the plan is eligible. Note: A plan is eligible for a prorated refund if the plan is configured to allow it, or it's current BillCycle is complete.
  3. In Refund date, select the date from which to calculate the refund. Note: The current date is selected by default. You can choose an earlier date within the current BillCycle period.
  4. Select Add to Order. The dialog closes and the Order Confirmation panel opens.

  1. Select the payment card to which the refund is to be issued.
  2. Select Refund. The plan is terminated and the refund to the selected payment card is submitted for processing.