Cancelling a Membership Order
The Cancellation and Refund screen is used to process a
cancellations and refunds on an order. Through this screen, users can accept
or override a cancellation fee, view the transactions in a cancellation
process, and generate a refund directly from the screen rather than going
through the formal refund process. The screen displays the balance information
on the order to be cancelled or refunded, receipt and refund amounts, refund
authorization, a line item summary of the cancellation, and a summary of the
transaction itself.
Cancelling without a Refund
Cancelling an order, without also refunding the order, will
results in a credit balance on the order. That credit balance can then be
transferred to another order, if necessary. The credit balance displays in
parentheses as the Final Balance in the Receipt Analysis section of the
Cancellation and Refunds screen.
1.
To cancel an order; on the Order Entry screen, click Cancel
an Item from the Work with Line Items task category or Cancel
an Order from the Work with Orders task category. The Cancellation and
Refunds screen displays.
2.
From the Scope of the Refund section, select the Cancel
Only radio button.
3. On the Cancel
Only tab, select the following.
a. Effective Date of the refund and cancellation.
b. Select the Reason Code from the drop-down and enter Cancellation
Comments.
c. Select the Recognized for Service type. Select “None” to refund the
entire amount to the customer.
d. Enter the Optional Cancellation Fees, if necessary.
e. If users check
the Write-off the Balance checkbox, then
enter the amount of the write-off in the text box.
f. Enter any Cancellation Comments.
4.
Click Process.
