Settle payment with customer

Complete the financial adjustment so the customer receives the correct funds after the dispute is resolved.

Avant de commencer

Role required: sn_bom_credit_card.dispute_agent or sn_bom_credit_card.dispute_agent_connector

Procédure

1. Navigate to All > Financial Services Operations > Workspace.
2. Select the lists icon ().
3. In the Lists tab under Card disputes service cases, open the case list.
   • For your assigned cases, select Assigned to me.
   • For all dispute cases, select All.
4. In the list, select which case you want to work on.
   If you want to work on a case that isn't assigned to you yet, you can assign it to yourself by selecting Assign to me.
5. Select the Playbook tab.
6. In the Processing tab, select the transaction ID.
7. In Open Tasks, select Settle payment with customer.
8. Once you've completed any financial adjustments to the disputed transaction, provide an appropriate description and any relevant remarks.
9. In Refund details, enter the fee amount, interest amount, and total refund as applicable.
10. Close the task.