# Customer refund workflow template

> Handle a refund request from analysis to payment, keeping the customer informed.

Category: Sales. 5 steps, 17 form fields.

## Steps

### 1. Request

Owner: Whoever starts the request.

Register the customer's refund request.

Fields:

- Customer (text, required)
- Order or invoice number (text, required)
- Amount paid (amount, required)
- Amount to refund (amount, required)
- Reason (choice, required)
- What happened? (long text, required)
- Evidence (files)

### 2. Analysis

Owner: A person or team you choose.

The team lead checks if the refund is due.

Approval: Approvers you choose.

Due in 1 day (business time).

Fields:

- Does the product have to be returned? (choice, required)
- Return instructions (long text, required)
- Notes (long text)

### 3. Finance approval

Owner: A person or team you choose.

Refunds above 1,000 need finance approval.

Approval: Approvers you choose.

Due in 1 day (business time).

Fields:

- Original payment (checkbox, required)
- Notes (long text)

### 4. Refund payment

Owner: A person or team you choose.

Finance returns the money to the customer.

Due in 5 days (business time).

Fields:

- Refund method (choice, required)
- Refunded on (date, required)
- Proof of refund (files)

### 5. Tell the customer

Owner: The requester.

Whoever opened the request lets the customer know.

Due in 1 day (business time).

Fields:

- Customer (checkbox, required)
- Customer feedback (long text)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/customer-refund