Schedule a Subscription Cancellation

A scheduled cancellation ends a Subscription on a future date you choose, while billing, access, and invoicing continue uninterrupted until that date arrives.

Ways to schedule a cancellation

Both scheduling options are available from the same Cancellation Timing dropdown, on the same cancellation screen.

Cancel at the end of the period

Choosing to cancel at the end of the current period keeps the Subscription fully active through its current billing cycle. This is helpful when the Customer intends to use the service until the prepaid period ends.

To schedule a cancellation for the end of the period

1. Navigate to the Subscription and select Initiate Cancellation from the Actions menu.
2. Open the Cancellation Timing dropdown and select Cancel at End of Period.
3. In the Cancellation Period dropdown that appears, select the projected billing date you want the Subscription to end on. The system offers up to six projected dates, based on the Subscription's own billing schedule.
4. Click Confirm Cancellation.

Cancel on a specific date

Alternatively, you can schedule the Subscription to end on an exact future date, regardless of where that date falls in the billing cycle. This gives you flexibility to align the cancellation with contract terms or a Customer's preferred date, even if it doesn't line up with a billing period.

To schedule a cancellation for a specific date

1. Navigate to the Subscription and select Initiate Cancellation from the Actions menu.
2. Open the Cancellation Timing dropdown and select Cancel on Specific Date.
3. In the Cancellation Date field that appears, select the date you want the Subscription to end on.
4. Click Confirm Cancellation.

If your Site has reason codes configured, you must select one before you can confirm the cancellation. If your Site doesn't use reason codes, no reason is required.

What to expect from a scheduled cancellation

Scheduling a cancellation has the following effects on invoicing, proration, transactions, and eligibility.

Existing invoices aren't affected

A scheduled cancellation, whether at period end or on a specific date, doesn't affect any already-issued Invoices. If there's an open Invoice you no longer expect to collect, void it directly.

• Use the Subscription Invoices page to void the Invoice.
• This view shows issued Invoices, which may include Invoice Line Items with service dates later than the cancellation date.

Mid-period cancellations aren't prorated

Maxio doesn't automatically prorate charges based on a mid-period cancellation date.

• If a Subscription is canceled halfway through a period and a full-period Product was already invoiced, the Customer is billed for the entire period.
• To offer a partial refund, manage the Invoice directly.

Unbilled usage isn't automatically invoiced

Metered Products billed in arrears aren't automatically invoiced when a Subscription is canceled mid-period. To invoice for unbilled usage, wait until the current period ends or issue an ad hoc Invoice. See Clear a Pending Cancellation for how Metered Product usage is handled when you cancel at the end of the period instead.

Maxio Core transactions update on the cancellation date, not before

Maxio Core transactions aren't updated until the scheduled cancellation date arrives. Reports and transaction history show the Subscription as active until then. To reflect a shorter term sooner, such as for revenue recognition, adjust the Subscription's term instead.

A scheduled cancellation also cancels a pending renewal

If the Subscription has a term renewal queued to start after the current term, scheduling a cancellation cancels that pending renewal configuration too, not just the current term.

How the cancellation time is determined

If you schedule a cancellation in the UI, the Subscription is canceled at approximately the same time of day it normally invoices. If you schedule a cancellation through the API, you can supply the exact cancellation time; Maxio interprets it using your Site's configured time zone and adjusts for daylight saving time.

Some subscription states can't be scheduled for cancellation

Subscriptions in the Awaiting Signup, Awaiting Signup Date, Past Due, Expired, or Paused states can only be canceled immediately. Scheduling a future cancellation isn't available for these states.

Related information

For the different ways to initiate a cancellation, see Cancel a Subscription.

For how to clear a scheduled end-of-period cancellation and how Product usage is handled while one's pending, see Clear a Pending Cancellation.