Marking a Subscription As Cancelled

Aptify strongly recommends that an organization cancel subscriptions by creating a cancellation order (as described in Canceling a Subscription or Membership Dues Order). However, under some limited set of circumstances, an organization may choose to mark a Subscriptions record as Cancelled. This would temporarily or permanently disable additional fulfillments. For example, an organization might choose to cancel a customer's subscription if a customer is unreachable and items are repeatedly returned as undeliverable by the post office.

If necessary, you can follow these steps to mark a subscription as canceled:

1. Open the Subscriptions record.
2. Change the Status to Cancelled.
   • Note that you cannot manually specify a status of Expired. This can only happen when all of a subscription's issues have been sent. or the subscription has been canceled via a cancellation order (as described in Canceling a Subscription or Dues Order).
     
     
3. Click the Marketing tab.
   • When you change a subscription's status from Active to Cancelled, the Reason Cancelled field automatically updates from Not Cancelled to Other.
     
     
4. Select a cancellation reason from the Reason Cancelled drop-down list.
5. Enter additional information about this cancellation in the Cancel Comments field.
   
6. Click the Renewal Tab.
   • If canceling a subscription that has a corresponding Standing Order for auto-renewal purposes, click the Standing Order hyperlink to open the Standing Orders record that automatically renews this subscription.
   • Change the Standing Order's Status to Inactive to prevent future automatic fulfillments.
     
     
7. Save and close the Subscriptions record.
   • This subscription is excluded from any future fulfillments that it would otherwise qualify for.
     
     

If the organization decides to reinstate this subscription at a later date, do the following:

1. Open the record.
2. Change the Status back to Active.
3. Save and close the record.