Canceling a subscription or requesting a refund for a service can sometimes be a complicated process. In this blog post, we’ll guide you through the steps to cancel your Infusionsoft subscription and request a refund if needed.
Canceling Your Infusionsoft Subscription
To cancel your Infusionsoft subscription, you can follow these steps:
If You’re an Admin on the Account
- Log in to your Infusionsoft account.
- Go to the “Admin > Billing & Account” section.
- From there, you can initiate the cancellation process directly within the application.
If You’re Not an Admin
- Contact Infusionsoft directly via phone to request a cancellation.
- Speak with a member of the cancellation team to finalize the process.
Alternatively, you can submit a cancellation form within your Infusionsoft account:
- Go to your account settings (top right corner) and click on “My account.”
- Click on “Cancel my subscription” to fill out the cancellation form.
- You’ll receive correspondence regarding your request within two business days.
Important Notes
- Ensure that you initiate your cancellation request at least 10 days before your next invoice.
- Only a verified account owner or administrator can request a cancellation.
- Keap (the company behind Infusionsoft) will not prorate any portion of unused subscription fees.
Requesting a Refund from Infusionsoft
If you need to request a refund from Infusionsoft, follow these steps:
- Log in to your Infusionsoft account.
- Search for the contact using the search field on your dashboard.
- Click the “Orders” tab on the contact’s record and scroll down to “Subscriptions.”
- Click on the subscription you want to refund, then select “Inactive” from the dropdown.
- Set the end date to the date you want the subscription to end and add the reason for cancellation.
- Scroll to the bottom of the page and click “Save.”
If you need further assistance or have any questions about the refund process, you can contact Infusionsoft directly via phone or submit an online ticket through the cancellation form.
