Organize refunds to alternate payment instruments for e-commerceautomatically
Automatically organize refund documentation for payments made to alternative instruments like gift cards, store credit, or bank transfers.
No credit card • Rename in under 3 minutes
sample.pdf
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Date
2024-10-15
Invoice #
123-4567890-123
Issuer
Stripe
Organize refunds to alternate payment instruments.
- Connect payment processor reports and customer service platforms.
- AI extracts refund amounts, payment methods, customer details, and order information.
- Organize by payment method and order for unified alternative refund tracking.
Proof: 1.2k alternate refunds organized last month at 95.4% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
invoice.pdf
2024-10-15_Stripe_Invoice_INV-1234_AcmeCorp.pdf
Example naming rule
Rename to 2024-10-15_stripe_123-456789
Why teams adopt this workflow
Multi-instrument support: Handle refunds to gift cards, store credit, bank transfers, and other payment methods.
Reconciliation accuracy: Track refunds across different payment instruments for accurate financial reconciliation.
Customer communication: Document refund methods and amounts for clear customer communication and support.
How it works
Alternate refunds auto-name to OrderID_ManualRefund_Amount.pdf and organize by method with 95%+ accuracy for reconciliation.
- Connect payment processor reports and customer service platforms.
- AI extracts refund amounts, payment methods, customer details, and order information.
- Organize by payment method and order for unified alternative refund tracking.
FAQ
What payment methods are supported?
Supports gift cards, store credit, bank transfers, PayPal, and other alternative payment methods.
How does it handle currency conversions?
Tracks original payment currency and refund currency for accurate reconciliation.
Can it track refund reasons?
Extracts and organizes refund reasons for customer service and analysis purposes.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Supported in:
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