Cancelling a contract

How to cancel a contract.

  1. In the side menu, click Finance.

  2. Under the Invoicing section, click Contracts.

  3. Do one of the following:

    • Move your pointer to the left of the product you want to delete and select the check-box that is displayed. A pop-out menu is displayed.

    • A pop-out menu is displayed.

  4. On either pop-out menu, click Cancel the contract.

  5. Click Continue.

Scheduling a cancellation date

  1. In the side menu, click Finance.

  2. Under the Invoicing section, click Contracts.

  3. Click the contract whose details you want to view. The Details page is displayed by default.

  4. Under the Cancellation section, activate the button below Schedule a cancellation date....

  5. Set the cancellation date.

  6. Optional: Select the reason from the list and add notes.

  7. Click Continue.

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