--- title: "Performing a Mid-Year Contract Cancellation" slug: "performing-a-mid-year-contract-cancellation" tags: ["Language - English", "Area - Recurring Services", "Area - Estimating", "Industry - Landscaping", "Type - Task (How-To)", "Role - Account Manager", "Role - Branch Manager", "Role - Project Manager", "Role - Operations Manager", "Role - System Admin", "Role - Branch Admin", "Role - Sales Rep", "Skill Level - 2 (Intermediate)"] updated: 2025-10-29T16:47:42Z published: 2025-10-29T16:47:42Z canonical: "guide.youraspire.com/performing-a-mid-year-contract-cancellation" --- > ## Documentation Index > Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt > Use this file to discover all available pages before exploring further. # Performing a Mid-Year Contract Cancellation ## **Purpose** While it's never a good thing, sometimes it's necessary to cancel a contract with a customer in the middle of the year. When this occurs, there are certain considerations and steps to be followed to cancel the contract in Aspire effectively. ## **Process Overview** Below is an overview of the basic steps you should take for a contract cancellation: 1. Determine the cancellation date 2. Invoice your customer applicable services prior to cancellation date 3. Cancel the contract in Aspire 4. Validate the cancellation 5. Complete or cancel all tickets prior to cancellation date 6. Handle the credit balance 7. Review revenue adjustments ## **1. Determine The Cancellation Date** Determine the date on which the cancellation will become effective. This is the date that the customer calls and says to cancel the contract. No services should be performed after that date. Cancelling will cancel any tickets scheduled after that date. This must be a date after which you will not be billing for any additional materials or labor. πŸ“ŒNote: If you are trying to establish a cancellation day, review your work tickets first to find the first date available in the following month as the cancellation date! ## **2. Invoice Your Customer** Review the original opportunity to be sure all of the appropriate months prior to cancellation have been invoiced. For *Fixed Payment* contract opportunities, review the payment schedule. For *Per Service* or *Time & Materials* contract opportunities, review the ticket list while displaying the invoiced amount as shown in the work ticket list example above. Invoice the customer for any services delivered prior to the cancellation date. # ## **3. Cancel the Contract** 1. Go to the Opportunity Search Screen and search for your opportunity 2. After clicking on your opportunity, select *Cancel* (a) from the three dot menu in the upper right. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/performing-a-mid-year-contract-cancellation-image-fxsx9xiv.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A36Z&se=2026-11-15T02%3A17%3A36Z&sr=c&sp=r&sig=xML%2FjLG7WegOSjhW3vgrTfUT9sburSdQSJc52BPDfjI%3D) ## **4. Validate the Cancellation** 1. Check the job status of the opportunity to be sure that it changes to *Cancelled*. 2. If the status remains *In Production* after having canceled it, check the work tickets screen to be sure all tickets are in either a *Complete* or *Cancelled* status. 3. Recheck opportunity status to be sure it is in the status of *Cancelled*. ## **5. Complete or Cancel Tickets Prior to Cancellation Date** Make sure all tickets with time or material posted prior to the cancellation date have been completed in Aspire. All tickets scheduled before the cancellation date, regardless of whether there are costs, must be explicitly completed or cancelled before you cancel the opportunity. Aspire does not cancel tickets scheduled prior to the cancellation date – it leaves them open. To do this: 1. Go to the *Work Tickets* search list screen. 2. Create a filter condition for the list where the *Opportunity Number* (a) matches the opportunity to be cancelled and *Scheduled Start Date* (b) is less than or equal to the cancellation date. ​ This will generate a list of all tickets that you must manually complete or cancel before cancelling the opportunity. [![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/performing-a-mid-year-contract-cancellation-image-pg41xdl3.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A36Z&se=2026-11-15T02%3A17%3A36Z&sr=c&sp=r&sig=xML%2FjLG7WegOSjhW3vgrTfUT9sburSdQSJc52BPDfjI%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1570359282/4cf5a50bf3d9e8b41971d333b278/image.png?expires=1758311100&signature=658e501b9036f1529d92d1f7ce6dfd40628b4aa7ef5b4cacd91f88044cc3551e&req=dSUgFsp7lINXW%2FMW1HO4zVy4GZFQvl%2BgoluQtSvqwFciJZWMZRLYF2thsYr%2F%0AETeF%0A) ​ 3. Complete or cancel these tickets by checking the checkbox (c) next to the needed tickets ​ 4. Then, Bulk Actions Menu (d) in the upper right-hand corner of the screen. 5. Select the Complete (e) option or the Cancel (f) option ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/performing-a-mid-year-contract-cancellation-image-4jtuvuu1.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A36Z&se=2026-11-15T02%3A17%3A36Z&sr=c&sp=r&sig=xML%2FjLG7WegOSjhW3vgrTfUT9sburSdQSJc52BPDfjI%3D) Use these functions on groups of the opportunity's work tickets until *all* tickets displayed in the search list have been completed or cancelled. ## **6. Handle the Credit Balance** If there is a credit balance and the customer demands a refund, this will need to be handled manually by [issuing a credit memo in Aspire](https://guide.youraspire.com/docs/credit-memos). ​ πŸ’‘ Tip: If you need assistance with refunding, you can find more information [here](https://guide.youraspire.com/docs/how-to-refund-payments-record-returned-payments-or-move-payments-applied-to-the-wrong-invoice)! ​If the customer does not have a balance due, and they are not going to do any more business with you, process a refund if a credit balance remains. ## 7. Review Revenue Adjustment Once a month is closed, Aspire will automatically make appropriate revenue adjustments for opportunities that have been cancelled during that month. This could be either a positive or negative adjustment depending upon the total dollars invoiced versus the total dollars earned as found in the [Over/Under Report](https://cloud.youraspire.com/app/reports/standard/revenueoverunderreport). After you have closed the month: 1. Navigate to *Reports* 2. Click *Standard Reports* 3. Click *End of Month Report* in the Accounting group 4. It should default to the *Revenue* tab 5. Click the *Revenue Variance* line [![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/performing-a-mid-year-contract-cancellation-image-itlhqzdu.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A36Z&se=2026-11-15T02%3A17%3A36Z&sr=c&sp=r&sig=xML%2FjLG7WegOSjhW3vgrTfUT9sburSdQSJc52BPDfjI%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1570362750/97c7c4bc826941172d12a1714845/AD_4nXcBEhFXZgdIiEgfy3o1dOIIy1NWfV2Wnm0vJxTRgc1os3hfvYSVNIdKlJn8ocAfNlh_vOJnsyILOdumM_mikHLzt96dWfryBLEn7xlv2gmmYj0J_uam6NW7SP3r0BpcATY2tleccQ?expires=1758311100&signature=3eb6e0346b5d7ce5088154c064051caf7c081819b7be12e149286337bb959aa3&req=dSUgFsp4n4ZaWfMW1HO4zSe7KmpI%2B6kNbMPZFAmo80cWYZQNCKo0GXcloQx3%0API6Y%0A) 6. Review all the cancelled jobs for the month and compare against your Over / Under report.