If you want to cancel a customer, please follow the steps below:

Step 1: 

• Click on the Customer link at the left navigation bar and open Customers List.
• Open the Customer Edit Window 
• Click on the Cancel Customer button below.

 

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Step 2:

• A customer cancellation window will appear. Select the Cancellation Date from the calendar.
• Select a Cancellation Reason from the drop-down list.
• Write any Cancellation Note if you want.
• Click on the Add to Cancellation Queue button below.

 

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• Click Yes button on the confirmation window and the customer will be added to the Cancellation Queue.

 

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• A window for sending cancellation document to customer will appear. Click Yes and a print preview of cancellation document will appear.
• Click Print if you want to have the printed copy of the cancellation document.

 

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• Write or edit the email address and click the Send Email button if you want to send the document only to customer's email address.
• Write or edit the contact number and click the Send SMS button if you want to send the document only to customer's contact number.
• Click on Send to Both button if you want to send the documents to email address and contact number both.

 

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Step 3:

• Find your desired customer on the queue, click on Sign if you want to sign it and click on the Action checkbox at the rightmost corner.
• Then click on the Cancel button above.
• The selected customer will be cancelled.

 

Notes:

• You can remove any customer from the cancellation queue by clicking on the Remove from Queue button.
• You can download the list of customers in the Cancellation Queue by clicking on the Download button above.

 

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Step 4:

Go back to the Customers link and check the cancelled customer in the list. You will find the cancelled customer on the list lined with red mark like the image below:

 

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