Data Vault - Cancel credit card and plan

Here is an example in how to cancel a client's credit card and plan that is stored in the Data Vault.

Login the Data Vault > Clients > Search

Type in their last name in the Last Name field and press the Search button

Once you have located the client that you would like to perform the cancelation, select the Edit button

Then select the Cancel button to cancel the plan

You will see a pop up screen to confirm the cancellation of the plan, please select the Yes button

Once you have successfully canceled the plan, you will see this screen appear

 

 

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