Steps needed to take when cancelling a Hippo Charging merchant account

1) Ask the for the reason of their departure. This is to see if we can save the account.

2) check if they have an early termination fee. Make the merchant aware of this if this is the case. Send them any supporting documents if needed (ex, MPA).

3) ask me to make an invoice for the early termination fee.

4) Create a ticket and cc the agent.

5) check and see what else they need to cancel like:

    A) American Express directly

    B) Authorize.net 

    C) payware mobile, roam data etc.

    D) Please check to see if they have a recurring billing for the yearly pci compliance charge. I will have to cancel it.

6) Once the payment has cleared, send in the signed cancellation form to FD.

7) Follow up and make sure all is cancelled. Let the merchant know via the ticket.

8) change the tags on highrise to "closed."