> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upmind.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Subscription Cancellation Options

> Configure subscription cancellations.

Upmind gives you control over how clients cancel subscriptions through global settings and per-contract actions. Clients can request cancellation from their account. Admins handle requests based on your configured rules.

## **Global cancellation settings**

You can set the default behaviour for all subscription cancellations.

## **Access subscription options**

1. Log in to Upmind admin.

2. Go to **Settings** > **Subscription Options** under **Branding and Customisation**.

<Frame caption="Settings > Branding and Customisation > Subscription Options">
  <img src="https://mintcdn.com/upmind/bPO2bBzOxYQR4tYr/images/fb/f74a771f00570912.png?fit=max&auto=format&n=bPO2bBzOxYQR4tYr&q=85&s=ed8d93e82e0f06e5f35257546af77865" alt="Settings > Branding and Customisation > Subscription Options" data-og-width="2054" width="2054" data-og-height="920" height="920" data-path="images/fb/f74a771f00570912.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/upmind/bPO2bBzOxYQR4tYr/images/fb/f74a771f00570912.png?w=280&fit=max&auto=format&n=bPO2bBzOxYQR4tYr&q=85&s=9916da15c9b7fe17590dc184c6d8fbac 280w, https://mintcdn.com/upmind/bPO2bBzOxYQR4tYr/images/fb/f74a771f00570912.png?w=560&fit=max&auto=format&n=bPO2bBzOxYQR4tYr&q=85&s=eab031884ca7e350831e27ae6fd13e29 560w, https://mintcdn.com/upmind/bPO2bBzOxYQR4tYr/images/fb/f74a771f00570912.png?w=840&fit=max&auto=format&n=bPO2bBzOxYQR4tYr&q=85&s=5c78a7cae6c8c365c5a3d5d43984debc 840w, https://mintcdn.com/upmind/bPO2bBzOxYQR4tYr/images/fb/f74a771f00570912.png?w=1100&fit=max&auto=format&n=bPO2bBzOxYQR4tYr&q=85&s=10d2d8e350d7fef46f3fffc15273cef6 1100w, https://mintcdn.com/upmind/bPO2bBzOxYQR4tYr/images/fb/f74a771f00570912.png?w=1650&fit=max&auto=format&n=bPO2bBzOxYQR4tYr&q=85&s=c6e7c669d4a1a3f4290325f97ce8024e 1650w, https://mintcdn.com/upmind/bPO2bBzOxYQR4tYr/images/fb/f74a771f00570912.png?w=2500&fit=max&auto=format&n=bPO2bBzOxYQR4tYr&q=85&s=40bf0f8f43330c88d465c7d2096b727a 2500w" />
</Frame>

## **Cancellation terms options**

Upmind supports two cancellation points for subscriptions.

1. Immediate cancellation: The subscription is cancelled right away, and the service stops immediately.

2. End of billing term cancellation: The subscription remains active until the end of the current billing period and then stops.

The cancellation term options can:

* **Prevent clients from cancelling paid invoices**: Blocks cancellation until the current term ends. This is for services that require full payment periods.

* **Auto-accept requests for overdue invoices**: Approves cancellations on unpaid invoices.

* **Open support ticket automatically**: Creates a ticket assigned to a specific department.

When assigning a cancellation ticket department, make sure **Allow clients to select this department when creating a ticket** is enabled from **Settings** > **Support Departments** > \[Your Department]

<Frame caption="Settings > Support Department">
  <img src="https://mintcdn.com/upmind/1-uICsJi9zYpvJVH/images/fb/895cc964be9b9dd8.png?fit=max&auto=format&n=1-uICsJi9zYpvJVH&q=85&s=6fa81afa86b1e111d3913f725a123075" alt="Settings > Support Department" data-og-width="2796" width="2796" data-og-height="1258" height="1258" data-path="images/fb/895cc964be9b9dd8.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/upmind/1-uICsJi9zYpvJVH/images/fb/895cc964be9b9dd8.png?w=280&fit=max&auto=format&n=1-uICsJi9zYpvJVH&q=85&s=e77e109e58fb72e0f5b937e21249c3ab 280w, https://mintcdn.com/upmind/1-uICsJi9zYpvJVH/images/fb/895cc964be9b9dd8.png?w=560&fit=max&auto=format&n=1-uICsJi9zYpvJVH&q=85&s=261fb06430ae9fd7d11e439856e1b321 560w, https://mintcdn.com/upmind/1-uICsJi9zYpvJVH/images/fb/895cc964be9b9dd8.png?w=840&fit=max&auto=format&n=1-uICsJi9zYpvJVH&q=85&s=dc9e4242bf67f6ccb81883432392d0b7 840w, https://mintcdn.com/upmind/1-uICsJi9zYpvJVH/images/fb/895cc964be9b9dd8.png?w=1100&fit=max&auto=format&n=1-uICsJi9zYpvJVH&q=85&s=b07548e197a76b6d521139e938c33e49 1100w, https://mintcdn.com/upmind/1-uICsJi9zYpvJVH/images/fb/895cc964be9b9dd8.png?w=1650&fit=max&auto=format&n=1-uICsJi9zYpvJVH&q=85&s=96c2b5d139fdc8578c2c468776701d74 1650w, https://mintcdn.com/upmind/1-uICsJi9zYpvJVH/images/fb/895cc964be9b9dd8.png?w=2500&fit=max&auto=format&n=1-uICsJi9zYpvJVH&q=85&s=9fd005e23493ab94474fb71723cd50d7 2500w" />
</Frame>

<Frame caption="Enable allow clients to select this department when creating a ticket">
  <img src="https://mintcdn.com/upmind/6knUVC8F1nK4E5CY/images/fb/c62e0fffc08f5cd4.png?fit=max&auto=format&n=6knUVC8F1nK4E5CY&q=85&s=9b31da1994b0e41ad6b35a85f5299282" alt="Enable allow clients to select this department when creating a ticket" width="1408" height="1384" data-path="images/fb/c62e0fffc08f5cd4.png" />
</Frame>

If disabled, clients will see an error: **There was an error while creating a ticket for this invoice**.

* **Allow Immediate Cancellation Requests**: When off, clients can only cancel at the end of the billing term. Applies to client-side requests only.

<Note>
  When assigning a cancellation ticket department, make sure **Allow clients to select this department when creating a ticket** is enabled.

  Settings → Support Departments → \[Your Department]

  If disabled, clients see an error: "There was an error while creating a ticket for this invoice."
</Note>

<Frame caption="Manage cancellation requests from Cancellation">
  <img src="https://mintcdn.com/upmind/c5sDUwEs8YpzGbjA/images/fb/97599a9c7b31cba2.png?fit=max&auto=format&n=c5sDUwEs8YpzGbjA&q=85&s=a631525052eca5bcda522268fabd3a66" alt="Manage cancellation requests from Cancellation" width="2800" height="952" data-path="images/fb/97599a9c7b31cba2.png" />
</Frame>

<Info>
  Client-level overrides are available under Automation Overrides. For more details, follow this [guide](https://features.upmind.com/dashboard/articles/pmbul2hh9yd1joja/4771567).
</Info>

## **Contract terms (strict mode)**

* **Strict Reconciliation Mode**: Evaluates contracts by paid invoices. This suspends or cancels unpaid ones or allows next-due-date mode for incomplete histories.

* **Cancel Unpaid Invoices on Auto-renew Off:** Cancels future unpaid invoices when auto-renew turns off. Fully cancels the contract if the invoice contains only those products.

* **Block Charges on Pending Cancellations**: Stops charge attempts on invoices with pending cancellation requests.

<Frame caption="Configure strict mode">
  <img src="https://mintcdn.com/upmind/Dgjmf3QWYVBR40cE/images/fb/5c724c337824bf47.png?fit=max&auto=format&n=Dgjmf3QWYVBR40cE&q=85&s=8bb6e6781dbba94d886c3735405f449a" alt="Configure strict mode" width="2798" height="1204" data-path="images/fb/5c724c337824bf47.png" />
</Frame>

* **Cancel Unpaid Invoices on Contract Close:** Auto-cancels all unpaid contract invoices during automatic contract closure.

* **Cancel Unpaid Invoices on Contract Cancel**: Auto-cancels all unpaid contract invoices during automatic contract cancellation.

<Frame caption="Unpaid invoice cancellations">
  <img src="https://mintcdn.com/upmind/JUoAg6onJmXk_-rR/images/fb/dfb651d53053b451.png?fit=max&auto=format&n=JUoAg6onJmXk_-rR&q=85&s=cda26e685f9984514adc1d7b8e318ff5" alt="Unpaid invoice cancellations" width="2792" height="618" data-path="images/fb/dfb651d53053b451.png" />
</Frame>

## How to cancel a subscription

### **Client cancellation process**

Clients cancel from their account dashboard.

1. Log in to the client area.

2. Go to **Products & Services** > **Subscriptions**.

<Frame caption="Products & Services > Subscriptions">
  <img src="https://mintcdn.com/upmind/bPO2bBzOxYQR4tYr/images/fb/f4d22f6e7c40b4f9.png?fit=max&auto=format&n=bPO2bBzOxYQR4tYr&q=85&s=af88b1fe0528da1ae82815e3ad302c67" alt="Products & Services > Subscriptions" data-og-width="2678" width="2678" data-og-height="1524" height="1524" data-path="images/fb/f4d22f6e7c40b4f9.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/upmind/bPO2bBzOxYQR4tYr/images/fb/f4d22f6e7c40b4f9.png?w=280&fit=max&auto=format&n=bPO2bBzOxYQR4tYr&q=85&s=25986ff0c0d7cd1e868080056eae0f7d 280w, https://mintcdn.com/upmind/bPO2bBzOxYQR4tYr/images/fb/f4d22f6e7c40b4f9.png?w=560&fit=max&auto=format&n=bPO2bBzOxYQR4tYr&q=85&s=79b4d6c8e1c1b1e3defbd6f7ce7cbe0b 560w, https://mintcdn.com/upmind/bPO2bBzOxYQR4tYr/images/fb/f4d22f6e7c40b4f9.png?w=840&fit=max&auto=format&n=bPO2bBzOxYQR4tYr&q=85&s=9a8e685b3bd8d25b3deeeea60a68c16d 840w, https://mintcdn.com/upmind/bPO2bBzOxYQR4tYr/images/fb/f4d22f6e7c40b4f9.png?w=1100&fit=max&auto=format&n=bPO2bBzOxYQR4tYr&q=85&s=b878262ad6c20acedeb24668b3411dc0 1100w, https://mintcdn.com/upmind/bPO2bBzOxYQR4tYr/images/fb/f4d22f6e7c40b4f9.png?w=1650&fit=max&auto=format&n=bPO2bBzOxYQR4tYr&q=85&s=08e8c8155204c0811107cb962ffabd4f 1650w, https://mintcdn.com/upmind/bPO2bBzOxYQR4tYr/images/fb/f4d22f6e7c40b4f9.png?w=2500&fit=max&auto=format&n=bPO2bBzOxYQR4tYr&q=85&s=6160a7095248c4585f771a229bbdbee1 2500w" />
</Frame>

3. Click the product > **Billing** tab.

4. Click **Cancellation Options**.

<Frame caption="Billing > Cancellation Options">
  <img src="https://mintcdn.com/upmind/kXD0Ya8PpcxxNm6Q/images/fb/3b353b9611d58266.png?fit=max&auto=format&n=kXD0Ya8PpcxxNm6Q&q=85&s=118995f05a1afc413945dbee727ab2d0" alt="Billing > Cancellation Options" data-og-width="2796" width="2796" data-og-height="1478" height="1478" data-path="images/fb/3b353b9611d58266.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/upmind/kXD0Ya8PpcxxNm6Q/images/fb/3b353b9611d58266.png?w=280&fit=max&auto=format&n=kXD0Ya8PpcxxNm6Q&q=85&s=7b7c289cd3dd17754162c98f7f2e57f3 280w, https://mintcdn.com/upmind/kXD0Ya8PpcxxNm6Q/images/fb/3b353b9611d58266.png?w=560&fit=max&auto=format&n=kXD0Ya8PpcxxNm6Q&q=85&s=08376a487a0e9b88cb2495e42561b6c0 560w, https://mintcdn.com/upmind/kXD0Ya8PpcxxNm6Q/images/fb/3b353b9611d58266.png?w=840&fit=max&auto=format&n=kXD0Ya8PpcxxNm6Q&q=85&s=34e99d1028be58160f50f725217801a6 840w, https://mintcdn.com/upmind/kXD0Ya8PpcxxNm6Q/images/fb/3b353b9611d58266.png?w=1100&fit=max&auto=format&n=kXD0Ya8PpcxxNm6Q&q=85&s=e3d132bb121e0167c751805f4fe946fb 1100w, https://mintcdn.com/upmind/kXD0Ya8PpcxxNm6Q/images/fb/3b353b9611d58266.png?w=1650&fit=max&auto=format&n=kXD0Ya8PpcxxNm6Q&q=85&s=ab5731e581fdc7fdcf9552b7208265ae 1650w, https://mintcdn.com/upmind/kXD0Ya8PpcxxNm6Q/images/fb/3b353b9611d58266.png?w=2500&fit=max&auto=format&n=kXD0Ya8PpcxxNm6Q&q=85&s=9361d27f317f1998f9cd45485839f547 2500w" />
</Frame>

5. Choose **Immediate Cancellation** or **End of Billing Term**.

6. Enter reason (required).

7. Submit a request.

<Frame caption="Submit cancellation request">
  <img src="https://mintcdn.com/upmind/ZsIo0APxdVb_gFS-/images/fb/2a40397eca57e7bb.png?fit=max&auto=format&n=ZsIo0APxdVb_gFS-&q=85&s=1d19aa6d4b7cd707c27df284fb208c0f" alt="Submit cancellation request" width="1322" height="1528" data-path="images/fb/2a40397eca57e7bb.png" />
</Frame>

If you cancel with immediate effect, refund options will appear. You can choose to refund to the original payment source or as account credit.

Upmind sends a confirmation email. The status then shows under the **Cancelled** tab in Subscriptions.

<Frame caption="Cancellation request">
  <img src="https://mintcdn.com/upmind/ObllJJl59DabnmMn/images/fb/cb1b00c33518996c.png?fit=max&auto=format&n=ObllJJl59DabnmMn&q=85&s=d6c033246b0ee0ab4a7547967946becc" alt="Cancellation request" width="2666" height="1518" data-path="images/fb/cb1b00c33518996c.png" />
</Frame>

### Product & service cancellation options

These are options available to the admin or staff. You can access these options from **Product Catalogue** > **Chosen Product or Service** > **Product Automation**.

<Frame caption="Product Catalogue > Chosen Product or Service > Product Automation">
  <img src="https://mintcdn.com/upmind/JUoAg6onJmXk_-rR/images/fb/e1d9315dfaa597e7.png?fit=max&auto=format&n=JUoAg6onJmXk_-rR&q=85&s=9e3017e909733cd333821be131d4a0af" alt="Product Catalogue > Chosen Product or Service > Product Automation" data-og-width="1622" width="1622" data-og-height="1534" height="1534" data-path="images/fb/e1d9315dfaa597e7.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/upmind/JUoAg6onJmXk_-rR/images/fb/e1d9315dfaa597e7.png?w=280&fit=max&auto=format&n=JUoAg6onJmXk_-rR&q=85&s=5bce4e0df4093f8c5e8eda82fba2d1af 280w, https://mintcdn.com/upmind/JUoAg6onJmXk_-rR/images/fb/e1d9315dfaa597e7.png?w=560&fit=max&auto=format&n=JUoAg6onJmXk_-rR&q=85&s=cba75483bfd1c7863b79469b5a35dd26 560w, https://mintcdn.com/upmind/JUoAg6onJmXk_-rR/images/fb/e1d9315dfaa597e7.png?w=840&fit=max&auto=format&n=JUoAg6onJmXk_-rR&q=85&s=3d69c065e368525bd8640032dec1cc77 840w, https://mintcdn.com/upmind/JUoAg6onJmXk_-rR/images/fb/e1d9315dfaa597e7.png?w=1100&fit=max&auto=format&n=JUoAg6onJmXk_-rR&q=85&s=68e94f0af1e72f1ed6e012c26f571774 1100w, https://mintcdn.com/upmind/JUoAg6onJmXk_-rR/images/fb/e1d9315dfaa597e7.png?w=1650&fit=max&auto=format&n=JUoAg6onJmXk_-rR&q=85&s=b82f24572705d95a8a4828fd34187841 1650w, https://mintcdn.com/upmind/JUoAg6onJmXk_-rR/images/fb/e1d9315dfaa597e7.png?w=2500&fit=max&auto=format&n=JUoAg6onJmXk_-rR&q=85&s=6c076a14ab25e3a4c0e4c4bd91e6221d 2500w" />
</Frame>

* **Cancel Anytime:** Allows cancellation requests at any point during the billing term.

* **Automatically Accept Cancellation Requests:** Automatically approves requests for this product. Automated acceptance issues no refunds. You can only do so if you issue it manually.

* **Use Brand Recommended Money Back Period Value:** Applies the brand's recommended money back period from global settings to this product.

* **Recommended Money Back Period:** Number of days for refunds on immediate cancellations, set at the brand level.

<Frame caption="Product cancellation">
  <img src="https://mintcdn.com/upmind/5gi4DQpw4X76kT6T/images/fb/bc410370bb4727a2.png?fit=max&auto=format&n=5gi4DQpw4X76kT6T&q=85&s=39c6142abd0788f82fc7d9ec40208c78" alt="Product cancellation" width="2796" height="824" data-path="images/fb/bc410370bb4727a2.png" />
</Frame>

### **Admin cancellation actions**

Admin or staff can cancel subscriptions from the admin dashboard.

**Cancel from the client profile**

1. Go to **Products & Services** > **Subscriptions**.

2. Use a menu tab (e.g. Active, Awaiting for payment, etc.) to filter results. (optional)

3. Find the subscription contract > **Manage**.

<Frame caption="Products & Services > Subscriptions">
  <img src="https://mintcdn.com/upmind/Lh8hC132BWHpvRbz/images/fb/4f078a9b116f1fb8.png?fit=max&auto=format&n=Lh8hC132BWHpvRbz&q=85&s=491c199148331f8ec83f9dbbf1f7bd2b" alt="Products & Services > Subscriptions" data-og-width="2804" width="2804" data-og-height="1184" height="1184" data-path="images/fb/4f078a9b116f1fb8.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/upmind/Lh8hC132BWHpvRbz/images/fb/4f078a9b116f1fb8.png?w=280&fit=max&auto=format&n=Lh8hC132BWHpvRbz&q=85&s=6ca999061676a9052de418f831bec4cf 280w, https://mintcdn.com/upmind/Lh8hC132BWHpvRbz/images/fb/4f078a9b116f1fb8.png?w=560&fit=max&auto=format&n=Lh8hC132BWHpvRbz&q=85&s=5a60a6a80bcb790ef9656681e8d5982e 560w, https://mintcdn.com/upmind/Lh8hC132BWHpvRbz/images/fb/4f078a9b116f1fb8.png?w=840&fit=max&auto=format&n=Lh8hC132BWHpvRbz&q=85&s=a6caea53a9b42dc76e3727d5397b39c3 840w, https://mintcdn.com/upmind/Lh8hC132BWHpvRbz/images/fb/4f078a9b116f1fb8.png?w=1100&fit=max&auto=format&n=Lh8hC132BWHpvRbz&q=85&s=a24a62895784145adb017e0126137dc8 1100w, https://mintcdn.com/upmind/Lh8hC132BWHpvRbz/images/fb/4f078a9b116f1fb8.png?w=1650&fit=max&auto=format&n=Lh8hC132BWHpvRbz&q=85&s=3024dfc6fc33c3d41e366bba558c922e 1650w, https://mintcdn.com/upmind/Lh8hC132BWHpvRbz/images/fb/4f078a9b116f1fb8.png?w=2500&fit=max&auto=format&n=Lh8hC132BWHpvRbz&q=85&s=d82e2991131c7230f840d482d07dece0 2500w" />
</Frame>

4. Under **Quick Actions**, choose **Cancellation Options** and submit the request.

<Frame caption="Quick actions > Cancellation options">
  <img src="https://mintcdn.com/upmind/h8h5zREaX7k8Y-3x/images/fb/122ff3ba59903bcf.png?fit=max&auto=format&n=h8h5zREaX7k8Y-3x&q=85&s=37c54db99bb478bc2c3a66265649c475" alt="Quick actions > Cancellation options" data-og-width="2794" width="2794" data-og-height="328" height="328" data-path="images/fb/122ff3ba59903bcf.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/upmind/h8h5zREaX7k8Y-3x/images/fb/122ff3ba59903bcf.png?w=280&fit=max&auto=format&n=h8h5zREaX7k8Y-3x&q=85&s=e5b784b294624411616572fc22d8f765 280w, https://mintcdn.com/upmind/h8h5zREaX7k8Y-3x/images/fb/122ff3ba59903bcf.png?w=560&fit=max&auto=format&n=h8h5zREaX7k8Y-3x&q=85&s=6ec74c1f11bedac3181f7863b65865ba 560w, https://mintcdn.com/upmind/h8h5zREaX7k8Y-3x/images/fb/122ff3ba59903bcf.png?w=840&fit=max&auto=format&n=h8h5zREaX7k8Y-3x&q=85&s=94225713348fb518effb6b1e11608d89 840w, https://mintcdn.com/upmind/h8h5zREaX7k8Y-3x/images/fb/122ff3ba59903bcf.png?w=1100&fit=max&auto=format&n=h8h5zREaX7k8Y-3x&q=85&s=1f5721afb0840849e0d81e421d536a81 1100w, https://mintcdn.com/upmind/h8h5zREaX7k8Y-3x/images/fb/122ff3ba59903bcf.png?w=1650&fit=max&auto=format&n=h8h5zREaX7k8Y-3x&q=85&s=7c0d6066b8c59d4c9b2c5e59898d4a86 1650w, https://mintcdn.com/upmind/h8h5zREaX7k8Y-3x/images/fb/122ff3ba59903bcf.png?w=2500&fit=max&auto=format&n=h8h5zREaX7k8Y-3x&q=85&s=d8205e16800ed4ead312eed1d8c064ea 2500w" />
</Frame>

## **Subscription status update**

### For paid invoices

After submitting the cancellation, Upmind changes the subscription status to **Lapsed**.

<Frame caption="Lapsed status">
  <img src="https://mintcdn.com/upmind/wRuKrNY12tQZY8Rr/images/fb/31feff934f990a39.png?fit=max&auto=format&n=wRuKrNY12tQZY8Rr&q=85&s=0fa0fbcbc9c76ed61782825457f2b824" alt="Lapsed status" width="2772" height="430" data-path="images/fb/31feff934f990a39.png" />
</Frame>

### For unpaid invoices

When you cancel with **immediate effect**, the status changes to **Cancelled**. The client will receive a notification.

<Frame caption="Cancelled status">
  <img src="https://mintcdn.com/upmind/ObllJJl59DabnmMn/images/fb/ce67c346588fbb9a.png?fit=max&auto=format&n=ObllJJl59DabnmMn&q=85&s=1a605cc2fbe62cbedc9a49fb54e5f249" alt="Cancelled status" width="2800" height="416" data-path="images/fb/ce67c346588fbb9a.png" />
</Frame>

<Note>
  You can reactivate a cancelled or lapsed contract. For more details on **How to Modify a Subscription Contract**, follow this [guide](/using-upmind/manage-client-services/how-to-modify-a-subscription-contract).
</Note>
