Refund Process - SF

Refund Process

New Refund Process

• Agents have visibility in Salesforce Cases to view if a refund or chargeback has taken place by opening the Members Account in Salesforce:

New Refund Process

• Depending on the screen size, the Refunds and Chargebacks tab may be under the More overflow menu

New Refund Process

• If the user has been previously refunded, the amount and date will populate here. There can be multiple entries listed here.

New Refund Process

• If there is no history of a refund or chargeback, No items to display will populate

• The picklist for Purchase Type & Refund Reasons have been updated:
• Both are required to be completed in the Hashtag & Close Case Details section!
• If the new refund/chargeback tab is giving an error - look at Billing History and Salesforce Case history for chargeback cases.

Chargeback

Thank you!