Introduction
If you would like to run a batch (mass) contract cancellation, for instance, terminate contracts of debtors with 3 rolling months of unpaid dues, follow these steps.
Instruction
- Go to the PGM → Reports → All → Debtors
- Generate a report displaying all the membership numbers you want to cancel
3. Select and copy the user number IDs whose contracts you would like to terminate
4. Click the link PGM: Clients -> Clients -> Batch contract cancel.
5. Select the end date of all of those contracts and paste the previously copied IDs in the ‘User Numbers’ box.
Important: Remember to select the correct cancel reason.
The process of batch contract termination may take up a few minutes to complete.
The last step is the system’s confirmation of the execution of the job.