Page History: Contract has been running for less than 24 hours and customer cancels.
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Page Revision: 2015/01/26 15:17
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 cancel a contract in Joe's Roofing and we are use 4912.
- We have selected contract 4912 and we now right click and select Cancel.
A Cancel box will appear with the options of (a) Cancel immediately or (b) Cancel as of... and a date to cancel the contract.
- We are going to select the first option and Cancel immediately.
- After it cancels the contract, double click the contract again and the contract details will pop up.
- Double click the Spot (highlighted in yellow).
Ok. Now we have cancel 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 cancel 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