Staff can select a date on which to end a membership, without the need to cancel or issue a refund.
You should only follow these instructions if you want to end a membership without canceling the membership or issuing a refund. If you want to cancel or refund see The Order Process in Staff View.
In the tab bar, click , or in Salesforce Classic, click.
- Click Accounts.
- Select a list view—like All Accounts—and click Go!
- Click Edit next to the account with the membership you would like to edit.
- In the Memberships related list, click Edit next to the membership that needs to end.
End Date Override, enter the date on which the membership should end.
- Click Save.