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Process for canceling a customer

​In the Chargify Site:

  • Go to the Customers subscription and select "Initiate Cancellation" from the "Subscription Actions" drop  down menu.

  • On the "Cancel Subscription" page enter the reason for cancelling (if it is known) and choose one of the following:

    • If the account is NOT PAST DUE  select "Cancel at End of Period".  This will keep the subscription active until the next billing period.  It will cancel the subscription before the next billing period.

    • If the account IS PAST DUE select "Cancel Immediately" (only option).

​In the Bryt Admin Site:

  • If the account is NOT PAST DUE, wait until the end of the current subscription period and at the end of the subscription period, change the status to "Expired"

  • If the account is PAST DUE, change the status to "Expired".

  • In both situations, wait for 60 days following the last day of the paid subscription and then delete the tenant (and users)

In Salesforce:

  • On the day that you switch the Tenant to expired, go to the Account record and change the "Account Status" to "Customer - V3 - Canceled

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