User Tools

Site Tools


general:making_offers

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
general:making_offers [2025/07/04 16:59]
216.73.217.3 old revision restored (2025/06/16 09:49)
general:making_offers [2025/07/04 17:01] (current)
216.73.217.3 old revision restored (2025/06/16 09:31)
Line 1: Line 1:
 ====== Making Offers ====== ====== Making Offers ======
  
-If a customer wants to return a product, you can make them an offer to keep it. This can save them the hassle and expense of shipping.+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** First offer = **$49.95**
Line 18: Line 18:
 //I spoke with my supervisor and am authorized to give you an 80% off discount. This is below our cost and is a one time only offer. Would you like to keep the product for only $19.95?// //I spoke with my supervisor and am authorized to give you an 80% off discount. This is below our cost and is a one time only offer. Would you like to keep the product for only $19.95?//
  
 +
 +====== When an offer is accepted ======
 +
 +Look at the **Transactions** tab in the CRM to see if the customer has been successfully billed for the item. 
 +
 +===== The customer has already paid =====
 +
 +You can refund the remainder. 
 +
 +1.  From the **Transactions** tab, click **Actions > Refund**.
 +
 +{{:general:refund1.png|}}
 +
 +2.  Enter the refund amount and click **Refund**.
 +
 +{{:general:refund2.png|}}
 +
 +__IMPORTANT__: If dealing with multiple refunds, avoid refunding partial transactions. Always max out a transaction before moving on to the next one.
 +
 +===== The customer is in trial and not yet paid =====
 +
 +1.  From the **Continuity** tab, click on the **Purchase** name. 
 +
 +2.  Set the **Price** to the offer you agreed on. Click **Update Purchase**.
 +
 +3.  Click **Force Bill NOW**. When prompted, click **Yes, I'm sure**.
 +
 +4.  [[howto:cancel|Cancel the subscription]] to prevent further shipments.
  
  
  
  
general/making_offers.txt ยท Last modified: 2025/07/04 17:01 by 216.73.217.3