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Documentation Index

Fetch the complete documentation index at: https://lindo.ai/docs/llms.txt

Use this file to discover all available pages before exploring further.

Stop automatic recurring billing for a client.
1

Open Client Details

Go to CRM → Select client.
2

Go to Subscriptions Tab

Click the Subscriptions tab.
3

Find the Subscription

Locate the active subscription.
4

Click Cancel

Click the cancel button.
5

Confirm

Acknowledge and confirm cancellation.

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What Happens

When you cancel:
  • No more automatic billing
  • Current period may complete
  • Client notified
  • Subscription ends

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Important Notes

  • Cannot be undone
  • May complete current period
  • Communicate with client
  • Can create new subscription later

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Tips

  • Communicate before cancelling
  • Document reason
  • Offer alternatives if appropriate
  • Keep records

Workspace Overview

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White Label Setup

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