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The purpose of this walkthrough is to show you how to Process a chargeback inside the Webforce Thiio CRM
Pre Requisites:
WF Thiio account
Order number
Reason for the chargeback
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Who can process a chargeback?
Customer service role
Admin role
Sales manager role
Super admin role
On the left side menu click Orders and then click the order #.
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This screen will appear with all order and customer information.
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Here you can see that now the chargeback is open within the system with the reason listed in in the red section.
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You can also see the order here on the order screen:
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A chargeback can take a few months depending on what the customer's banking institution policy is, there is no set time amount.
Check List:
Log in to WebforceThiio
Order number
Reason for the chargeback