Manage a customer’s file access
Customer purchase records and access for manually granted purchases.
What to do
- Open your file’s purchaser list from Manage Files.
- Search by member name or purchase number. Check the customer and file before taking action.
- For a manually generated purchase, use the expiry action to set a date or select Never when appropriate.
- For a manually generated purchase, use cancellation only when you intend to remove its access, and review the confirmation.
Good to know
Cancelling a purchase does not issue a refund. The separate expiry and cancellation controls are restricted to manually generated purchases. To return money as account credit, use the separate refund action. Generate Purchase creates access manually; it is not evidence that the customer paid an invoice.