Compare the purchased plan, billing history and cancellation or service complaint.
Set up the work
- Keep the order and accepted plan terms.
- Record seat or plan changes.
- Review the relevant access or outage history.
- Compare cancellation requests with subsequent charges.
Usage records may help explain access while leaving a billing or cancellation error unresolved. Address the specific complaint.
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.