Page History: Contract has been running for less than 24 hours and customer cancels.
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Page Revision: 2015/01/26 14:48
Contract has been running for less than 24 hours and customer cancels.
There three common methods to cancel a contract and removing the spots.
_Method One_(PREFERED METHOD)
You must be logged in as the administrator.
1. Go to the Contracts module on the Dashboard and double click it.
We are going to kill a contract in Joe's Roofing and we are use 4905.
- Right click the order and a pop menu will appear, please select Delete.
A pop menu will pop and ask if this is what you want.
- A SECOND pop up menu will appear and ask IF you are REALLY sure, click YES on both.
Just make sure that this is REALLY what you want, we ask a third time due to the fact that this is a permanent delete of this contract, please select YES.
Ok. Now we have deleted the contract and this is all we can do today for this contract.
Tomorrow we will Reconcile the log as normal and we let the billing manager know what we have done on the previse day and ask him or her to adjust the invoice.
_Method Two_
Method two is similar to Method One where we delete the contract, wait until tomorrow, we get the log reconciled and we mark the spot as NOT running and thus no invoice is produced.
_Method Three_
In method Three we cancel the contract