IVA - Cancelled/Failed Case Rundown

Cancelling an IVA Case within HubSolv

There may come a time when a case has to be cancelled. HubSolv makes this pretty straight forward to do:

• Set the Closed/Cancelled date in the strategy tab [1]
• Set the payment schedule to Stop [2]
• Add the Client to a Failed/Cancelled campaign to keep track in reports

After that is done, HubSolv will see the case as cancelled and you'll be able to filter on it as such.

[1] Strategy Date

[2] Payment Schedule Stop