Knowledgebase

Cancellation Requests

In WHMCS, cancellation requests allow clients to request the cancellation of a service or product they have with your business. These requests can be managed and processed through the WHMCS admin interface. Here's how you can handle cancellation requests in WHMCS:

  1. Log into WHMCS: Access your WHMCS admin panel using your username and password.

  2. View Cancellation Requests:

    • Click on the "Support" tab in the top navigation menu.
    • Under the "Ticket & Ticket Escalations" section, select "Cancellation Requests."
  3. Review and Process Cancellation Requests:

    • In the "Cancellation Requests" interface, you will see a list of cancellation requests submitted by clients.

    • Click on a specific request to view details, including the service or product being canceled and any additional comments provided by the client.

    • Decide whether to approve or deny the cancellation request based on your company's policies and procedures.

  4. Processing a Cancellation Request:

    • If you choose to approve the cancellation request, you can proceed to process it. This may involve:

      • Cancelling the associated service or product.
      • Issuing a refund if applicable.
      • Sending a confirmation email to the client.
    • If you choose to deny the request, you may want to communicate the decision to the client and provide any necessary explanations.

  5. Communicate with the Client:

    • After processing the cancellation request, it's important to communicate the outcome to the client. This can be done via the ticket system or through email.
  6. Update Ticket Status:

    • If the cancellation request was submitted through a support ticket, you may need to update the ticket status to reflect the outcome of the request (e.g., "Closed" if the request was approved and processed).
  7. Optional: Automate Cancellation Request Handling:

    • WHMCS offers automation settings that allow you to configure how cancellation requests are handled. For example, you can specify whether clients need to provide a reason for the cancellation or set up automated actions based on the type of service being canceled.
  8. Document the Process:

    • It's a good practice to maintain records of cancellation requests, including the reason for cancellation and any actions taken.

By managing cancellation requests effectively, you can ensure that clients' requests are handled in a timely and professional manner, which can help maintain positive client relationships. Always be sure to follow your company's policies and any applicable legal requirements when processing cancellation requests.

  • 0 Users Found This Useful
Was this answer helpful?