I am in charge of the dispute process at my company, and I was wondering if there is anyone who could walk me through the process of issuing a refund within the system (but not actually physically refunding the contact) and issuing a clawback on commission for the referral partner (employee who originally sold the product)?
Here is some more information. I have a contact that the bank will be refunding their money (due to a lost dispute). Since the bank is pulling the money (to be refunded to the contact) from a different account, this will not be reflected in infusionsoft. So I want to be able to show that the money was refunded (with the subtraction from the sales/revenue) without actually refunding the client since the bank is doing that.
Now, I also need to perform a clawback on commission. So that the commission is subtracted from the referral partners pay since we lost the client and the original order. How can this be done if it is an order that happened a few months ago and the commission was already issued for that month, but it needs to be reflected for let’s say today’s date or an upcoming date when the refund is processed.
Any help with this would be much appreciated. Thanks!