Worksheet

Refund and access reconciliation sheet

A one-page worksheet. Each row is a refunded, failed or disputed order. Columns: order number, gateway refund reference, instalment plan status, enrolment status, access end date, downloads expired, community removed and the initials of whoever checked it. The four test cases are listed beneath it, with three tick boxes each.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Why learners keep access after a refund, and how to close the gap”, www.gullysystem.com/blog/why-learners-keep-access-after-a-refund-and-how-to-close-the-gap