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How do I process a Chargeback?

How do I process a Chargeback?

Purpose:

The purpose of this walkthrough is to show you how to Process a chargeback inside the Webforce CRM

 

Pre Requisites:

  • WF account

  • Order number

  • Reason for the chargeback

 

 

Easily process chargebacks with this walkthrough 

 

  • Who can process a chargeback? 

    • Customer service role

    • Admin role

    • Sales manager role

    • Super admin role 

  • On the left side menu click Orders and then click the order #

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  • This screen will appear with all order and customer information.

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