Client Management Customer Explorer RMR Management Cancelling a Recurring Line
Recurring Lines may be cancelled by using one of two methods. If using the Cancellation Queue, all recurring lines are automatically cancelled when completing the cancellation. Recurring lines may be manually cancelled from the Customer Explorer record. For information on recurring line cancellations using the Cancellation Queue, refer to the following link for detailed information. RMR Cancellations from the Cancellation Queue.
This page will cover manually cancelling a recurring line from the Customer Explorer.
1. Open the Customer Explorer record for which a recurring line will be cancelled.
2. From the Customer Tree highlight the Recurring option; in the Active Pane highlight the Recurring Line to be cancelled, right-click and select the Cancel RMR option.
3. The Recurring Cancellation form will be displayed. Select the RMR Reason code for the cancellation from the drop-down list. Enter the Cycle Ending Date; this is the date the recurring line will stop invoicing. The Reduce RMR field will automatically fill in with the negative monthly amount of the recurring line. The User may enter detailed information into the Comments field for reference purposes. Any information entered into the Comments field is displayed when drilling into the details of the RMR History record for the cancelled recurring line. Press the Save button at the bottom of the form when finished.
If the Cycle Ending Date is in the future, the recurring line will be displayed in the list of Recurring Lines within the Customer Explorer until one day after the ending date. If the Cycle Ending Date entered is a date in the past, once the cancellation has been saved, the recurring line will disappear from the list of Recurring Lines.
Note: The SedonaOffice application does not generate a credit (except for RMR for Subaccounts) if the cancellation date is in the date range of a period that was already invoiced to the customer. If you want to credit your customer for a period already billed, a manual credit memo would need to be generated.
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