Edit and Cancel Flexible Payments

Since one-time scheduled payments and installment payments both use schedules and schedules, editing and canceling them work the same way, Recurring Orders with a Saved Payment only uses schedules and therefore has a different approach.

Edit Flexible Payments

Edit a One-Time Scheduled or Installment Payment

Staff can edit details of a one-time scheduled or installment payment from two different places in Nimble AMS:

• Edit the cart or order, and in the Payment Step of the the Staff View order process, make changes in the Scheduled Payments section.
• From a schedule record, click Edit.

Cancel Flexible Payments

Cancel a One-Time Scheduled or Installment Payment

Staff can cancel a one-time scheduled or installment payment from two different places in Nimble AMS:

• Edit the cart or order, and in the Payment Step of the the Staff View order process, click Delete Cart.
• From a schedule record, in the Schedule Lines related list, click the name of the schedule line, and then click Cancel.

When canceling all the products in an order and submitting it in the Staff View order process, the scheduled payment is only canceled if it's pending or failed; completed payments are not canceled. However, staff can refund a completed payment in the Payment Step.

The schedule and schedule line records are retained after cancellation, so we recommend creating a note on the schedule explaining why the cancellation was made.

Cancel Recurring Orders with a Saved Payment

Staff can cancel a recurring order starting from the most recently created order in the recurrence:

1. From the order, in the order items related list, click the order item with the related product(s) for which you want to cancel recurrence.
   To cancel recurrence, the schedule related to this order item can't have a Status of Completed.
2. On the order item, in the Recurring section, click Cancel Schedule.

Once canceled, the Stage on the schedule is set to Canceled.

Cancel Membership Mid-Term

In addition to the full cancellation option given above, for memberships Nimble AMS supports Cancel Membership Mid-Term feature as well. Using this feature the staff users can cancel a membership part-way through a member’s term and issue a refund without backing out recognized revenue for the previously recognized months of the membership term.

The staff user can do this if the administrator has configured the Account or Membership pages with the Manage Membership LWC. If the staff user cancels the membership mid way the Stage of recurring schedule will be updated as Canceled. Also, the installment schedules will get updated depending on the refund amount and used duration of the membership.