Build a timeline from signup through renewal, cancellation and any refund.
Set up the work
- Keep the terms accepted at signup.
- Record the plan and price for the disputed billing period.
- Collect renewal and cancellation messages actually sent.
- Reconcile access changes and refunds.
A current account screen may differ from what the customer saw at signup. Preserve historical versions where available.
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.