Purpose:
The purpose of this walkthrough is to show you how to Process a chargeback inside the Webforce CRM
Pre Requisites:
WF account
Order number
Reason for the chargeback
Easily process chargebacks with this walkthrough
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 #.
This screen will appear with all order and customer information.
Click the three dots in the right lower corner and click chargeback:
