Payments & Refunds

Payments

100

What do you send a Member who has had a failed payment?

Send the Billing: Failed Payment template in Ellix

200

What do you verify first when a Member requests a pause in billing?

Payments of 2 months in Stripe

300

What payment request can you do for a Member that needs their medication sooner rather than later?

Billing Bump

400

What insurance payments does Shed accept?

HSA & FSA

500

How can you help a Member who is inquiring about Multi Month Subscriptions?

By notifying the Multi Month Subscription team on Slack: #multi-month-subscription

Refunds/Payments 2

100

Where can we find our Member's payments?

Stripe

200

What do we offer First for a Member when they want a refund/cancellation?

Discounts/Credits

300

Where do we communicate when a Member needs a discount? 

*After retention attempts

Slack: #refunds-credits

400

Who authorizes Refunds/Credits?

Cherrelle

500

When submitting a refund request what 3 things should you have in your message?

-Member Name

-Reason for refund

-Amount being requested