Clearer recurring plan cancellations

Ending storage billing should show the effective date and what happens to money already collected.

Why we built it

Canceling a recurring plan used to feel opaque: staff were not always sure whether the next invoice would still fire, whether the customer would hear about it, or what to do with prepaid time when someone left mid-cycle. Clearer recurring plan cancellations spell out when the plan stops (end of period, immediately, or on a chosen date), ask Notify the customer? before email goes out, and—for eligible immediate cancels—let you credit unused prepaid time to the customer’s account balance instead of leaving it ambiguous.

Who it is for

Billing staff using Manage on Payments → Recurring.
Managers coordinating move-outs alongside Manage recurring billing.
Teams that pair cancellations with Recurring plans stay active while awaiting payment choice when customers have not picked a payment method yet.

What you can do

Open Manage Recurring → Cancel recurring and review the current period end before you confirm.
Cancel at end of billing period, immediately, or on a specific date when your workflow allows it.
Choose Yes or No on Notify the customer? so cancellation email is intentional, not accidental.
When canceling immediately on a prepaid plan, optionally credit unused time to account balance for future invoices—not a card refund.

Recurring billing list with Manage on each row — Start from the Recurring list, then use Manage to reach cancel options with timing and notification choices.

How it fits your day

Partial quantity cancels and bulk cancel flows use the same notification pattern—read each prompt before confirming. For accounting exports after move-out, see QuickBooks Desktop export or your connected accounting integration.

Get started

On a test customer’s recurring row, open Manage → Cancel recurring, pick end of period, and walk through Notify the customer? once without sending so your team knows where the controls live.