Refund operations

Refund Review Workspace

Review the selected refund request and prepare the next handoff.

Daily triage

Refund escalation queue

  1. 1 Review selected case
  2. 2 Check evidence
  3. 3 Choose refund path
  4. 4 Prepare handoff

Customer refund escalation

R-1842: Nora Diaz

Request
$184.20 refund
Reason
Subscription renewal disputed after agent escalation.

Evidence checklist

  • Purchase history confirms the renewal date.
  • Support agent note explains the customer request.
  • Receipt photo is still needed before final approval.

Policy review context

Renewal is inside the exception window. Manager approval is allowed when evidence is complete; unclear duplicate-charge cases go to policy review.

Choose a path

Handoff