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Accounts Payable Process Template for Customer Refunds (Premium)

Operations Manual, Template, Customer Service, Maximize Financial Value

Accounts Payable Process Template for Customer Refunds (Premium)


While it’s never ideal when a customer asks for a refund, whether in-person or online, it does present you with a unique opportunity. The refund experience can be just as important to customer retention as the original purchase. Too many things can go wrong, including loss of the account for good. Leave nothing to chance by using these Accounts Payable templates for handling refunds to minimize risk to cash flow. Available for immediate download.  See the description below for more details.


Product Description



  • Pre-filled templates
  • Designed specifically for small businesses
  • Implement a simple accounts payable process for handling customer refunds in different scenarios
  • Cross-industry application
  • Minimize risk to cash flow
  • Add to Operations Manual
  • Creative Commons license for training/teaching purposes


  • 1 zip file for immediate download after purchase
  • Process map (flowchart) template in two formats – MS PowerPoint and MS Visio
  • Procedure (step-by-step activities) template in MS Word
  • Instructions for customization and storage


  • Single page templates
  • Multiple formats (accommodate different learning/teaching styles)
  • Customizable (add your own logo or text)
  • Compatible with 2010 MS Word, PowerPoint and Visio
  • Print-ready
  • Store digitally on network or cloud
  • Easy access (not password protected)
  • MS Word and MS PowerPoint or MS Visio 2010 or newer
  • Basic knowledge of MS Word and MS PowerPoint or MS Visio

What to Do After Purchase:

  1. Download zip file to your computer
  2. Change each file’s name via “Save As” (optional)
  3. Open templates and read
  4. Customize (optional) – request 30 minutes free support
  5. Print or save
  6. Improve your refund policies!

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