How to Upgrade Membership and Process Refunds | Scribe

How to Upgrade Membership and Process Refunds

  • Andre Walker |
  • 3 steps |
  • 59 seconds
  • PerfectmindPerfectmind
1
Click the [[Search]] field. Type [[Customer name]] [[enter]] Click [[Customer Name]]
Click the [[Search]] field. Type [[Customer name]] [[enter]] Click [[Customer Name]]
2
Click [[ellipsis (...)]] on membership tile Click [[Terminate]] Click [[Terminate and Refund]] Click [[Select reason]] Click [[Membership Upgrade]] Type [[reason]] for membership upgrade and [[always include]] your [[initials]] Click [[Confirm]]
Click [[ellipsis (...)]] on membership tile Click [[Terminate]] Click [[Terminate and Refund]] Click [[Select reason]] Click [[Membership Upgrade]] Type [[reason]] for membership upgrade and [[always include]] your [[initials]] Click [[Confirm]]
3
Click [[Next]] Choose [[Account Credit]] and click [[Refund]] Complete the transaction.
Click [[Next]] Choose [[Account Credit]] and click [[Refund]] Complete the transaction.