Billing & plans

Refunds and billing complaints (super admin)

The path a refund actually takes, what ops should do first, and the one thing never to say to the customer.

The one thing never to say

Never promise a refund you cannot issue. Ops cannot issue one, and neither can the copilot. "I will get this refunded for you" from someone without the ability to do it is a promise the business then has to either keep against its judgement or break.

Say instead: "I have passed this to the team who can action it, and you will hear back today."

What ops does first

  1. Establish what they were charged and for what — the account's plan and cycle. If you need the amounts, that is super-admin; ask, do not guess.
  2. Establish whether the complaint is about a charge that is wrong, or a charge that is right and unwelcome. They are completely different conversations.
  3. Get it into a ticket with the account email, the dates, and their own words. A refund decided from a paraphrase is a refund decided from the wrong facts.

What the super admin does

Refunds are issued in Stripe, not in this product — there is no refund button here on purpose. The plan and cycle state on /admin/users is what gets adjusted afterwards so the product agrees with what actually happened.

Disputes and chargebacks

Straight to a super admin, same day. A chargeback has a clock on it set by the card network, and it is shorter than our support SLA.

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