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:
Once you click chargeback you will be brought to this screen:
You have to provide a reason for the chargeback:
Input the reason for the chargeback- if you choose Other you can add a short description
Once you have input the reason, click save
If all information looks correct, click chargeback. This will begin the chargeback process within the system.
Here you can see that now the chargeback is open within the system with the reason listed in in the red section.
You can also see the order here on the order screen:
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 Webforce
Order number
Reason for the chargeback