How to Process Prorated Cancellations | Exercise.com Knowledge Base

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With the Exercise.com Payments platform, you can manage subscription changes and process prorated cancellations when clients need to end a recurring plan early. This guide walks you through how to set a specific cancellation date and charge a prorated amount for the final billing period.

1. Go to the Accounts Section

Click “Accounts” to view the list of client accounts.

2. Select a Client

Click the name of the client whose subscription you want to update.

3. Open Payment Details

Click “Payment Details” to view all subscription and billing information for the client.

4. Open Subscription Options

Click the three-dot menu next to the subscription to open the available options.

5. Click “Cancel Subscription”

Select “Cancel Subscription” to begin the cancellation process.

6. Choose a Cancellation Date Option

Select “Cancel billing on a specific date” to schedule the cancellation and enable prorated billing.

Choose the cancel billing on a specific date option

7. Open the Date Picker

Click the date field to choose your cancellation date.

8. Select the Cancellation Date

Choose a date after the client’s current billing period ends.

9. Enable Prorated Billing

Select the checkbox labeled “Charge a prorated amount for the last billing period” to bill the client only for the time between their last payment date and the cancellation date.

10. Review the Prorated Charge Amount

The calculated prorated amount will appear below the checkbox for you to review before finalizing.

11. Confirm the Cancellation

Click “Confirm” to complete the cancellation and apply the prorated billing adjustment.

You have now successfully processed a prorated cancellation for a client subscription. This allows you to provide flexible billing options based on each client’s needs. For more help with subscription management, see our related articles on updating billing dates and adjusting recurring plans.

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1. Go to the Accounts Section

Click “Accounts” to view the list of client accounts.

2. Select a Client

Click the name of the client whose subscription you want to update.

3. Open Payment Details

Click “Payment Details” to view all subscription and billing information for the client.

4. Open Subscription Options

Click the three-dot menu next to the subscription to open the available options.

5. Click “Cancel Subscription”

Select “Cancel Subscription” to begin the cancellation process.

6. Choose a Cancellation Date Option

Select “Cancel billing on a specific date” to schedule the cancellation and enable prorated billing.

7. Open the Date Picker

Click the date field to choose your cancellation date.

8. Select the Cancellation Date

Choose a date after the client’s current billing period ends.

9. Enable Prorated Billing

Select the checkbox labeled “Charge a prorated amount for the last billing period” to bill the client only for the time between their last payment date and the cancellation date.

10. Review the Prorated Charge Amount

The calculated prorated amount will appear below the checkbox for you to review before finalizing.

11. Confirm the Cancellation

Click “Confirm” to complete the cancellation and apply the prorated billing adjustment.

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