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--- general:making_offers [2026/02/04 04:37]
216.73.216.182 old revision restored (2025/12/20 07:07)
+++ general:making_offers [2026/02/04 04:37] (current)
216.73.216.182 old revision restored (2025/12/20 07:06)
@@ Line 3: / Line 3: @@
 If a customer wants to return a product, you should make them an offer to keep it. This can save them the hassle and expense of shipping.
-First offer = **$49.95** per product
+First offer = **$49.95**
-Second offer = **$19.95 ($24.95 for CBD)** per product
+Second offer = **$19.95**
 ===== Talk Tracks: =====
@@ Line 37: / Line 37: @@
 __IMPORTANT__: If dealing with multiple refunds, avoid refunding partial transactions. Always max out a transaction before moving on to the next one. [[howto:multirefund|See instructions here]].
-====== Customer has accepted offer but needs to run the charge on a different card ======
+===== The customer is in trial and not yet paid =====
-Sometimes a customer will accept an offer but the charge will not go through, or they will request to use a different card. In this case, you can create a "dummy" order that will not ship any product in order to attempt to push the charge through.
+.  From the **Continuity** tab, click on the **Purchase** name.
-.  Open the customer record in the CRM and click **Create New Order.**
+{{:reasons:continuity.png|}}
-{{:howto:createneworder.png|}}
+.  Set the **Price** to the offer you agreed on. Click **Update Purchase**.
-.  You will be prompted to select a **Campaign**.
+{{:general:price.png|}}
-{{:howto:campaign.png|}}
+.  Click **Force Bill NOW**. When prompted, click **Yes, I'm sure**.
-  * //Keto Pure Select O/B Sales// — Use for Keto order
+{{:general:forcebill3.png|}}
-  * //Simply Restore SS - O/B// — Use for Simply Restore order
-   * //Vialift Male Enhancement SS - O/B Sales// — Use for Vialift order
-.  Click **Start Call**.
+.  [[howto:cancel|Cancel the subscription]] to prevent further shipments.
-.  Confirm the **Billing** and **Shipping** information. Under **Payment Information**, you must enter the card details here.
-.  Under **Select Products**, choose the //"NO SHIP"// option and adjust the **Quantity**, **Price**, and **Shipping** values as necessary. Confirm the **Grand Total**.
-{{:tips:noship.png|}}
-.  Scroll to the bottom and click **Process**. You must receive a //Success// for the order to be processed. If it fails, reconfirm the payment details and try again. Or, use another card.

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