Terminate a Billing Schedule

At the end of the one-year subscription, the customer no longer wants to receive the monthly deliveries of the cycling equipment. The company can terminate the billing schedule at the request of the customer.

Note: To access the forms, ensure that you have selected Sales Order Processor as the role in your settings.

Terminating a Billing Schedule

To terminate a billing schedule, follow these steps: 

  1. Open the Billing Schedule List (Advanced Recurring Contract Billing > Billing Schedule (ARCB) List).
  2. In the list, select the billing schedule you want.
  3. Click the Actions tab, and click Termination > Terminate Schedule, which opens the Billing Schedule Termination form.
  4. In the General section, specify the Termination Date and the Reason Code.
  5. Click the Actions tab, and click Termination > Terminate.
  6. When you are asked to confirm the action, click Yes.
  7. Back on the Billing Schedule List, you can check the Status of the billing schedule has been changed to Terminated.

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