Log refunded orders, update CRM, notify billing team
Log refunded orders, update CRM, notify billing team
Refund details are scattered between your storefront, chat, and sheets, causing slow reconciliation. This creates a CRM activity and sheet row for each refund so billing can reconcile same day.
Overview
Refunds that aren't recorded create reconciliation gaps and slow customer follow-up; this workflow centralizes refund history into your CRM and ledger. Billing staff get a CRM activity and sheet row for every refund, enabling same-day reconciliation and reliable outreach.