Refunds and credits, within policy

# Refunds and credits, within policy

> Let agents issue routine corrections instantly while larger refunds and credits route for review.

- Human URL: https://conto.finance/solutions/refunds-and-credits
- Raw Markdown: https://conto.finance/solutions/refunds-and-credits.md
- Terminal view: https://conto.finance/ai/solutions/refunds-and-credits

## Proof Points

- **Best for:** Hospitality, billing, support recovery
- **Controls:** Category rules, budgets, approvals
- **Outcome:** Routine refunds clear; larger exceptions get reviewed

## Workflow

### 1. The agent drafts the credit

A guest-recovery, billing, or reimbursement workflow identifies the issue and proposes the amount and reason code.

### 2. Conto checks the correction before payment

Conto makes sure the correction fits an allowed category and stays within your per-account limits and daily credit budget.

### 3. Small corrections stay fast

Routine credits settle without friction. Larger make-goods or unusual patterns route to a human first.

## Controls

### Reason-code policy

Allow autonomous credits for approved causes while preventing agents from inventing new payout reasons on the fly.

### Per-case thresholds

Keep any single correction or reimbursement inside a known range before approval is required.

### Daily budget controls

Limit how much total credit or recovery spend can go out in one day across the workflow.

### Escalation for edge cases

Route unusual or high-value corrections to finance or operations without slowing down the easy cases.

## Outcomes

- Customer-facing teams resolve issues faster because routine credits do not wait in a manual queue.
- Finance and support stay aligned on what was paid and why.
- Large corrections become an explicit decision instead of a silent write-off.

## Related Industries

- [billing](https://conto.finance/industries/billing)
- [hospitality](https://conto.finance/industries/hospitality)