CashBox Portal User Guide
CashBox for Salesforce
Creating Cancel Reason Codes
When you stop (cancel) an AutoBill, you can indicate the reason for the cancellation by applying one of the Predefined Merchant Codes. If none of the predefined cancel reasons meets your needs, you can create your own Custom-Defined Merchant Codes.
CashBox supports three kinds of cancel reasons:
- CashBox Reserved Codes—codes (0 through 99—currently only 0 through 5 are used) predefined by Vindicia and used by CashBox to cancel or terminate a subscription
- Predefined Merchant Codes—commonly used codes (100 through 999—currently only 100 through 107 are used) predefined by Vindicia that you can apply to AutoBills you cancel
- Custom-Defined Merchant Codes—codes (1000 and above) that you can define and submit in advance, and use when you cancel AutoBills. Custom cancel reason codes you define can be an alphanumeric string of up to 16 characters—for example: 1001 or N500 or End_Refund.The description can be a string of up to 255 characters. All custom cancel reason codes must be unique.
To create a Custom-Defined Merchant Cancel Reason, click the Manage tab and select Cancel Reasons.
The Manage Cancel Reasons page lists CashBox system-generated and predefined cancel reasons, and any custom cancel reasons you create.
Manage Cancel Reasons
Click Create Cancel Reason, and in the Create New Cancel Reason page, enter a Reason Code and Description. Cancel Reason Codes you create will apppear as an option in the Edit AutoBill Details Page when you stop (cancel) an AutoBill. See Stopping an AutoBill for how to apply a Cancel Reason Code to an AutoBill.