Keep refund notes attached to training case records

Operations managers at training firms lose refund context when charge notes aren't logged, causing reconciliation gaps and audit risk. It records refund notes on cases so finance can reconcile promptly.

Overview

Refunds that don't reach case records create reconciliation gaps and audit exposure for training providers. This workflow ensures every refund is recorded on the learner's case so finance and operations reconcile with full transaction context, preventing lost audit trails. The result is fewer reconciliation questions and more reliable records for audits.

Notable Features

Attach refund notes to case records
Notify finance and ops stakeholders
Include transaction details and reason