Handle refund requests
Sound familiar?
“When someone wants their money back, I either cave to make it go away or dig in and make it worse.”
What you'll need
- Your business profile. Don't have one? Start here →
- Your refund, cancellation or redo policy (or 10 minutes to write one in setup)
- The inbox where refund requests arrive
- Your payment or invoicing tool (Stripe, Square, Shopify, QuickBooks, Xero) or the order and invoice details
What you'll get
- A twice-weekly list of every refund request, sorted by type, with your options and the math
- A calm, firm reply in your voice for each one, ready for you to approve
- Written settlement wording for part-finished jobs and agreed refunds
- A tracker of open requests, plus a monthly line of refunds paid and repeat reasons worth fixing
How it works
Run it Monday and Thursday mornings, or the day a heated message lands. It checks first for an open chargeback, then sorts each request (fell short, cancelled, changed mind, threat), checks your policy and evidence, and lays out your options with the dollars, including the costs you can keep on a part-finished job. You decide; it drafts a calm, firm reply in your voice, flags when the law or a chargeback might take the choice out of your hands, and sends nothing until you approve.