Cancel or Suspend a Subscription

Follow the steps below to Cancel or Suspend an open pledge/subscription.

Definitions for these subscription updates:

Canceled means the donor has no intention of completing their commitment.

Suspended means the donor will not be making payments at this time but intends to resume payments at a certain date.

1. Go to the Pledge/Subscription tab in the person or organization record and select the necessary subscription to be updated.

2. Complete the following steps:

1. Update the Status field of the pledge to Cancelled or Suspended.
2. Add a note in the pledge notes area (at the bottom) regarding the cancellation or suspension.
3. If Suspended, update the Next Invoice date field to the necessary date to resume invoicing and payments.
4. Click Save Changes.

3. Existing Invoice Balance Adjustments

If using an accrual accounting system, updating the Status to Canceled will simultaneously write-off the balance of the commitment from the accrual batch. There is no further action to take.

If using a cash accounting system, you must check if the pledge/subscription currently has an invoice with an open balance on the Billing tab in their subscription information. If there is a balance, open the invoice and select the Invoice line item in order to delete it. Save the changes on this screen and close the invoice window; the open invoice will disappear from the person's record.

4. Recommended Contact Management Note

In addition to the note directly on the pledge/subscription screen, it is recommended to enter a note on the donor's Contact Management tab to document the situation.