Refunds Management

Finally, a way to manage refund requests.

Finally, a way to manage refund requests.

When a customer uses Zippy to request a refund, it lands on your dashboard — already matched to the customer and the machine, with their history beside it. You review it, approve it, and the money goes out in minutes. Every step is on record, attributed to whoever took it.

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Trusted by 100+ Businesses / 200K+ Assets

Trusted by 100+ Businesses / 200K+ Assets

Life before ZippyAssist Refund Management vs after

Every refund request recorded, logged, and accountable.

ZippyAssist refund management features everything you need to see, review, and settle refund requests in one place.

Before

Unstructured

Before

Unstructured

After

Managed

After

Managed

Cash bags, driver float, a check in the mail — money goes out muliple ways but often unaccouted for.

Cash bags, driver float, a check in the mail — money goes out muliple ways but often unaccouted for.

Every refund requested, approved and paid through one system.

Every refund requested, approved and paid through one system.

Requests come from multiple sources or intermediaries.

Requests come from multiple sources or intermediaries.

Requests come to you direct.

Requests come to you direct.

Confusing and time consuming questions and compliants about pre-authorizations.

Confusing and time consuming questions and compliants about pre-authorizations.

Zippy handles, showing pre-auth advisories, and post-hold follow-ups.

Zippy handles, showing pre-auth advisories, and post-hold follow-ups.

Can be difficult to reconcile where refunds went - who, when, why?

Can be difficult to reconcile where refunds went - who, when, why?

Every request on record, with equipment, customer, and request history linked.

Every request on record, with equipment, customer, and request history linked.

The same person, another claim, two machines, two days apart — nothing connects them.

The same person, another claim, two machines, two days apart — nothing connects them.

Every request cross referenced to surface irregularities and suspicious behaviour.

Every request cross referenced to surface irregularities and suspicious behaviour.

Who approved it, and when? Someone would have to remember

Who approved it, and when? Someone would have to remember

Every step logged and attributed, filterable by person, type and date

Every step logged and attributed, filterable by person, type and date

Disbursing a refund often means an envelope and a stamp, or coordinating with the customer..

Disbursing a refund often means an envelope and a stamp, or coordinating with the customer..

Approved refunds can be disbursed in minutes. Support for online, and custom methods.

Approved refunds can be disbursed in minutes. Support for online, and custom methods.

Zippy turns messy refund processes into a workflows that provide structure, visibiity, and accountability.

Set the controls that suit your business.

Nothing here is fixed. The information you need on a request, how approved requests are disbursed, and what a customer can ask for in the first place — all of it is yours to set.

Nothing moves until you approve it

No refund is processed until someone on your team approves it. Requests arrive, you review them against the customer's history, and money only moves when you say so.

Customize pre-auth flow and messaging

Change the default pre-auth wait period. Or pull a customer through if you already know they'll need a refund. Customize your pre-auth messaging.

Customize pre-auth flow and messaging

Change the default pre-auth wait period. Or pull a customer through if you already know they'll need a refund. Customize your pre-auth messaging.

Add only disbursement methods you support

Choose support for online (PayPal, Venmo, Zelle, Interac or market card), or a check if that's what suits — the methods are yours to choose.

Add only disbursement methods you support

Choose support for online (PayPal, Venmo, Zelle, Interac or market card), or a check if that's what suits — the methods are yours to choose.

Operators end up issuing fewer refunds with ZippyAssist. Why is that?

Seems weird, right? Operators intuitively expect refund requests to increase. The thinking is: if you make it easy to ask, surely more people will ask. But the opposite happens. What operators actually report is refunds decline, and there are two reasons for it.

Systems dissuade abuse.

For honest customers, a simple request process is welcome. But the same systematic process causes others to think twice.

Systems dissuade abuse.

For honest customers, a simple request process is welcome. But the same systematic process causes others to think twice.

Better pre-auth complaint management.

Without an adequate process, a pre-auth is often mis-classified as a refund. Zippy's pre-auth automation flow ensures a pre-auth isn't a hold issue before becoming a refund request.

“We issue half, maybe even a quarter, of the refunds we used to.”

“We issue half, maybe even a quarter, of the refunds we used to.”

Jason Durham

Account Manager

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"Refunds went out to people that were not charged all the time. And five, ten, fifteen dollars was disappearing nonstop."

"Refunds went out to people that were not charged all the time. And five, ten, fifteen dollars was disappearing nonstop."

Jared Detwiler

VP Operations

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