Christina Rodriguez

This article applies to: Max Classic  The three available refund options are: Void, Refund, and Manual Refund.In Summary:Void the payment when the transaction took place on the same day of the refu...

This article applies to: Max Classic  When you manually refund a payment, the refund is recorded in Keap. Then, we process the financial end of the transaction outside of Keap. We manually record t...

This article applies to: Max Classic  A subscription product involves recurring billing based on the cycle you established when creating the product record. The next bill date is established based ...

This article applies to: Max Classic  A customer may initiate a chargeback when they think you have charged their credit card in error. The dispute may be the result of a stolen credit card, servic...

This article applies to: Max Classic  You may need to issue a credit against future recurring subscription billing as part of a special incentive to customers or as part of your subscription progra...

This article applies to: Max Classic  You generally issue a credit or apply a price adjustment against an unpaid order balance. If the customer already submitted a full or partial payment, then iss...

This article applies to: Max Classic  Here is a list of supported merchant accounts and whether or not you can refund and/or void payments within Keap. Yes means you can issue a void/refund from wi...

This article applies to: Max Classic  You generally void a transaction when a customer cancels an order right away, makes duplicate purchases in error, or asks to change their method of payment. Yo...

This article applies to: Max Classic  You are able to cancel and deactivate subscriptions manually when a customer contacts you by phone, email, or in person and asks to discontinue a service or up...

This article applies to: Max Classic  After publishing a campaign, you will have access to performance reporting. Performance Reporting allows you to evaluate the effectiveness of your campaign wit...