Steps for cancellation, credit invoice, refund & set client to inactive

[Zorro67]

Hi All,

 

I'm sure we all have clients that we no-longer wish to deal with (for whatever reaaon)

 

Doesn't seem to be a definitive guide for for the client/invoice cancellation process. Was wondering if others could help tie about 19 threads (sic) together.

 

There are a few steps involved, and if you get them wrong, it stuffs up your income, (or worse as I found out)

 

For example, if you cancel a hosting product, that gets deleted from your server - not good if you don't have a recent backup.

 

the idea here is to add details, so it can then be added to the wiki

 

So if a web client cancels, you have to:-

1. Refund deposit.

2. Credit invoice (if more than deposit) so it no longer shows as income

3. create a backup of their site (if you don't use killacct script)

4. cancel products & services

5. set domain as cancelled (is this a status?)

6. Cancel as affiliate (if applicable)

7. Set client as inactive

 

Have I missed anything?

 

Over to you.