Use the actual payment provider’s merchant process and reconcile the order with its payment record.
Set up the work
- Identify the provider, payment and order references.
- Read the provider’s notice and requested documents.
- Collect fulfillment and customer communication.
- Reconcile refunds initiated through the provider.
The customer’s installment schedule and the merchant’s settlement are different records. Ask the provider to clarify a mismatch before describing it.
Use the case record
The merchant workflow connects the owner, evidence and submission record. Use the response guide when the draft is ready for review.