How to Cancel Future Invoices for a Customer / How to Churn a Customer

Summary / Introduction

Learn how to cancel future invoices for a customer by updating their billing schedule. If future invoices have already been scheduled, they must first be unscheduled and returned to Draft status before making billing schedule changes.

Step-by-Step Instructions

Prerequisite: Check for Scheduled Invoices

If any future invoices are currently in Scheduled status, they will not be automatically removed when you reduce the number of billing periods.

• Navigate to the customer's invoices.

• Identify any future invoices in Scheduled status.

• Unschedule those invoices and return them to Draft status.

• Once all future invoices are in Draft status, continue with the steps below.

Cancel Future Invoices

• Navigate to the customer's page.

• Click on the Products tab.

• Select the product you want to modify.

• Click Edit Billing.

• Decrease the number of periods to remove the desired number of future invoices.

Tips & Best Practices

• Review the updated billing schedule after making changes to ensure the correct invoices have been cancelled.

• Churning a customer can be completed at the product level.

• If future invoices are already scheduled, reducing the number of billing periods will not automatically delete them. Unschedule the invoices and return them to Draft status before updating the billing schedule.