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Main Menu → Configuration → Service Plan → Other Options section (bottom of screen) Account → Scroll to bottom of the page. |
Scroll to the bottom of the Service Plan screen to locate the Other Options section.
UltraCart provides a reminder at the bottom of this screen that we bill in arrears and how billing will occur upon closing the account.
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To close the account, select the "Close Deactive Account" checkbox and then click the save button at the bottom of the screen. If successful, the next screen will display our Cancellation Feedback screen, where you'll be presented with the Cancellation Feedback questionaire. Please take a minute or two to complete the questionnaire.
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It's also recommended that you return to the Service Plan screen Account page to confirm the closing of the account. To confirm, click on the balance in the Billing Information section opf the page.
There will be a date stamp (in the Billing Activity section) thus recording the account as closed and listing the user taking the action.
It is recommended that you print a copy of the Service Plan screen Billing Activity page for your permanent record. Below is an example of how the bottom section of the Service Plan page will look after the account has been closed.
Final Billing Details
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Please note that UltraCart service is billed in arrears meaning that when a payment is recorded it is for the previous months service. If you discontinue service, UltraCart will automatically finalize the billing UltraCart does not prorate your bill for early termination. (UltraCart provided a 30 day free trial period and then begin billing at the end of each billable period. the billing period is displayed so that you may take that into account when closing the account.) Should you encounter any problems logging into or closing your account, |
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To Reopen an Account, click the check box to the left of the prompt "Reopen Account". Then click the "Save" button.
