What should I do?
What is?
If a user:
Can we refund?
Payment lines
100

What should I do?

Scenario: My mother who is the webmaster of this account recently passed away, I would like to take ownership of her account

Escalate to Privacy 


100

What are the color payment lines we have?

Red

Green

Blue

Gray

100

What does the red color line means?

Declined/rejected payment

100

What does the blue color line means?

Recurring payment

100

What does the green color line means?

Accepted payment

200

What are the payment methods we accept?

Credit card

Debit card

wire transfer

bank transfer

PayPal

Ideal/Sepadirect

Sofortueberweisung/Giropa 

Boleto/ Primeiro

ECP Electronic Check Payment

200

What does the gray color line means?

Pending payment

200

If a user requests do we offer monthly payments?

No. we offer advantages and if not satisfied we can escalate to our Telemarketing team. 

200

Free trials are offered for what subscriptions?

Data and Complete
200

What's the difference between Plimus and Bluesnap?

They are both Bluesnap company, however Plimus is our old data base, from September 2019 we start to use the new data base called Bluesnap

300

What is a recurring charge?

a subscription that will automatically renew when the current one expires

300

How do we cancel a renewal for the user?

by force stop: user request in the payment line located in their account in utilities

300

Please explain the difference between cancel and refund

Cancel: we are stopping the subscription from renewing

Refund: We are reimbursing the user (giving money back)

300

If a user requests to change card information because renewal is coming what should we check?

Payment processor: Adyen we can't do it

Bluesnap: send email using saved reply #Bill:Change_CC

300
Can we resend invoices upon customer's request? How?

Yes.

Adyen and Bluesnap: go to payment line and click under invoice in blue hyperlink, take a screenshot or download it and resend as an email to user.

Plimus: access Bluesnap site and look for the account of user with (email, last 4 of CC etc) and take a screenshot of invoice, send through email.

400

What is our only type of payment method that is non recurring?

Bank transfer

400

By default our subscriptions renew after how many years?

1 year

400

What's the difference between force stopping a free trial and force stopping a subscription?

Free trial: user will no longer have access to the feautures

Subscription: user will have access to the feautures until expiration date of plan

400

Can we refund a Google Purchase? How?

Yes, escalate to GUA Billing

400

Can we refund an Itunes purchase? How?

No. They need to contact Itunes.
500

What is a pre-renewal email? And do we normally send them?

An email advising user of upcoming charge for it's subscription renewal. 

No, only to the required by law countries. 

500

(when applicable) before processing any refunds on an account we should request what to the user?

Payment method and last 4 digits of CC
500
We can process refunds on what scenarios?

Free trials within 30 days of charge.

DNA Ancestry kits


500
If a user purchase a DNA kit in Groupon and are asking for a complete refund what should we do?

Advice them to contact Groupon for the DNA kit refund and escalate to GUA Billing for the shipping refund

500

Once a refund is issued the payment line will turn:

Red