Entering a Cancellation
Enter a cancellation when a student does not complete his or her enrollment; this is reported on the weekly sales reports.
Entering a cancellation will not automatically adjust the student's payments. Because there are different ways that you might want to change payments after a cancellation, payments must be modified manually. See Reconciling Payments for more information.
To enter a cancellation, go to the student's financial page. From there, click on the Cancellation link on the top right.
The following fields should be the same as those of the enrollment being cancelled:
- Instructor for the Sale
- Executive
- Level
- Primary Instructor
- Enrollment for
The rest of the fields depend upon the cancellation being made.
Notes
Notes about the cancellation, such as the reason for it.
Enrollment Date & Time
This date determines when the cancellation will be reported on the franchise reports. This should usually be left at its default of the current date and time.
Number of Units
The number of units that should be removed from the student's balance.
Total Cost
The amount that should be deducted from what the student owes, before tax.
Click save when you are done to process the cancellation.
If an enrollment is refinanced, a cancellation will automatically be created based on the number of units and amount refinanced.
