Differences

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

--- general:making_offers [2025/11/05 06:07]
216.73.216.151 old revision restored (2025/09/16 16:49)
+++ general:making_offers [2025/11/05 10:49] (current)
216.73.216.151 old revision restored (2025/11/05 06:12)
@@ Line 22: / Line 22: @@
 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 ======
+===== The customer has already paid =====
 You can refund the remainder.
-.  From the Transcations tab, click Actions > Refund.
+.  From the **Transactions** tab, click **Actions > Refund**.
 {{:general:refund1.png|}}
-.  Enter the refund amount and click Refund.
+.  Enter the refund amount and click **Refund**.
 {{:general:refund2.png|}}
@@ Line 36: / Line 36: @@
 __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 ======
+===== 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]] to prevent further shipments.

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