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--- general:making_offers [2025/07/04 16:53]
216.73.217.3 old revision restored (2025/06/16 09:47)
+++ general:making_offers [2025/07/06 16:09] (current)
216.73.217.3 old revision restored (2025/07/04 16:59)
@@ 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?//
-====== 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.
-.  From the **Transactions** tab, click **Actions > Refund**.
-{{:general:refund1.png|}}
-.  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 =====
-.  From the **Continuity** tab, click on the **Purchase** name.
-.  Set the **Price** to the offer you agreed on. Click **Update Purchase**.
-.  Click **Force Bill NOW**. When prompted, click **Yes, I'm sure**.
-.  [[howto:cancel|Cancel the subscription]].

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