Let agents issue refunds and credits
Set limits for agent refunds and credits, and decide which requests need approval.
The rules each refund must pass
Set allowed refund reasons, per-account limits, and a daily budget.
Allowed refund reasons
Allow credits only for the refund reasons you have approved.
Per-case thresholds
Set the amount that requires approval for each correction or reimbursement.
Daily budget controls
Limit how much total credit or recovery spend can go out in one day across the workflow.
Escalation for edge cases
Send the oversized or odd correction to finance or operations. The easy cases don't wait behind it.
A refund with a hard ceiling
Compare a $145 customer credit with a larger request that needs approval.
Run the billing demo