Open Balance - Unpaid Past Due Amount
Remaining Balance - Future Unpaid Payments
- From 'Member Info', click Services.
- Click Cancel link.
- Enter a cancel date. Enter a date in the future for a Pending Cancel.
- To Clear Open Balance – select Yes or No
- To Clear Remaining Balance - select Yes or No
- To Remove Future Open Scheduled Sessions – select Yes or No (this will remove appointments set with this Service, not all appointments)
- Add a Reason.
- Click Cancel Package.
Cancelling a Service is not the same as deleting a Service. When canceling a Service it is still view-able, the History and the financial transactions tied to the Service remain available. When Deleting (which we do not recommend, perhaps only a Manager should have this security feature) all information including financial transactions tied to the Service are lost. When deleted the Service is removed forever.
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