Processing subscription cancellations after payment
Cancellations should be processed with the appropriate beginning period and term. The cancellation term usually coincides with the term of the corresponding income transaction, or at least the portion of the term that is being canceled.
In order to process cancellations, the Cash Dues Over/Under Payments Create AR option must be enabled on the Set up general options window.
Verify that the Period (BILL_BEGIN) and Thru (BILL_THRU) dates on the Dues/Subscription Item Detail window match the term of the dues/subscription to be canceled.
If the cancellation corresponds directly to the full term of the subscription most recently paid (cash basis), these Last Billed dates are correct. However, if the cancellation applies a partial refund to an active subscription term, manually adjust the Period to the first month of the cancellation.