How to Request a Refund

To request a refund for a customer, you must create a new support note with specific instructions for the team.

1. From the customer account, click Support Notes.

2. Open the original note that was set for the credit.

3. Click the Time/Date Stamp.

4. Type the request to issue a refund in the notes field.

5. Set the Call Status to "To Corner."

6. Set the Disposition to "Open."