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SOP To Proceed Refund in Authorize.Net

April 27, 2017 Yuri

Note: Only transactions settled within the past 120 days are eligible for refund.

To refund a transaction:

Step 1: Click Refund. The Refund Transaction window opens, displaying information about the settled transaction.

Step 2: If necessary, edit the amount to be refunded in the Refund Amount text field. The amount can only be modified to be less than the original amount of the settled transaction.

Step 3: The original invoice number for the transaction will be automatically populated in the Invoice # field. If you would like a new invoice number to be associated with the refund, you can delete the old number and enter in a new one.

Step 4: If you would like to, enter a Description or reason for the refund.

Step 5: If you would like the customer to receive an email receipt for the refund, enter the customer’s email address and click to select the check box labeled Email transaction receipt to customer (if email provided).

Step 6: Click OK to continue with the refund or click Cancel to cancel the action.

The Transaction Confirmation page opens, displaying the Transaction ID and the results of the transaction. If the refund transaction is a success, it will be sent for settlement.

Click Close to close the Transaction Confirmation window.

The refund transaction is listed on the Unsettled Transactions page with the status of Refund/Pending Settlement.

… Read the rest

SOP | Tech refund

Refund Email Templates SOP

February 21, 2017 RMRS1

  1. If the user purchased AMGTS or 30 DSC within 6 months we can refund them the amount they paid to purchase the course once they upgrade to TPIB. 
  2. If it’s already more than 6 months no need to do a refund. 
  3. If user paid through PayPal, refund, and cancellation of a plan will be done in PayPal by Antonio only. 

We can use these email templates if user is asking for refund for any of the courses that they purchased.

AMGTS Refund Request:

Hi XXX,

This is Kat, Antonio’s assistant.

Apologies for the delay. Sorry to hear that the course didn’t meet your needs.

Would you perhaps be interested if we upgrade you to our more advanced course – The Personal Image Blueprint for FREE? We sell this for $495 but we’d love for you to try it and get a better experience. 

Please let me know what you think.

Best,
Kat

 

Gather Feedback:

Hi XXX, 

Sorry to hear that the course didn’t meet your expectations. 

Can you please be more specific as to why the course did not suit your needs?  We are always looking to make it better – and we will use your feedback to create FUTURE parts of it to ensure we better serve other men.

Best,

Kat

 

30 DSC Refund:

 Hi xxx,

This is Kat, Antonio’s assistant.

Sorry to hear that you weren’t satisfied with the 30 Day Style Challenge. Unfortunately we do not give refunds for this course but we would really like you to have a better experience so instead of giving you a refund – we will provide you instead FREE access to our premium course – A Man’s Guide to Style.

We sell this course for $197 but i’ll give you free and lifetime access to it. 

You may register through this link – http://www.amansguidetostyle.com/yu36ty22mzwh237/

Please let me know what you think. 

Best,

Kat

… Read the rest

Customer Service SOPs, Gmail SOPs a man's guide to style, customer service, refund

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