Hi Katy
Lucy Cunningham
Incorporation
Member Since: Feb 2014
lucylaw@gmail.com
123-456-7890
Timeline
Products
Activities
Account Info
Make a Purchase
This customer has a charge-back
Subscription successfully modified
Subscription successfully cancelled and refund applied
Receipt sent to customer
Refund successfully applied
mar 18, 2014
Katy Crusher processed a refund
Mar 18, 2014
Refund for Premium Plan Free Trial, Document, Background Check processed for $19.99 on Visa-2345
Processing
mar 18, 2014
Katy Crusher processed a refund
Mar 18, 2014
Refund for Single Q&A processed for $30.00 on Visa-2345
Processing
Mar 15, 2014
Charge for Single Q&A processed for $30.00 on Visa-2345
Payment Refunded
mar 18, 2014
Katy Crusher sent an order receipt to lucylaw@gmail.com, accountant@money.com
mar 18, 2014
Katy Crusher sent a transactional receipt to lucylaw@gmail.com
Mar 15, 2014
Charge for Single Q&A processed for $30.00 on Visa-2345
Payment Approved
Mar 15, 2014
Charge for Single Q&A processed for $30.00 on Visa-2345
Payment Approved
Payment Details
View original order
RL Account
Product
Amount
Card Type
Card Number 
[Account Type]
Single Q&Q
$30.00
Visa
•••• •••• •••• 2345
Transaction #
Processor
Status
Date/Time
98475974397
Rocket Pay
Payment Approved
03/15/2014, 1:08 AM
1 of 5
Transactional Attempts
1 of 5
Transactional Attempts
Success
03/15/2014, 11:08 AM
9847597186-9847597186
Where should we send the receipt?
Apply a refund

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form :(

Process a Refund
Reason for refund
Apply a refund

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form :(

Amount to refund
$30.00

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form :(

Total refund to Visa-2345:
$0.00
Mar 15, 2014
Charge for Single Q&A processed for $30.00 on Visa-2345
Payment Refunded
Payment Details
View original order
RL Account
Product
Amount
Card Type
Card Number 
[Account Type]
Premium Plan
Monthly
$30.00
Visa
•••• •••• •••• 2345
Transaction #
Processor
Initial Charge
Status
Representative
Refund Option
Refund Reason
Date/Time
98475974397
Rocket Pay
03/15/2014, 1:08 AM
Payment Refunded
Katy Crusher
Full Payment
Billing System Error...
02/08/2014, 10:08 AM
1 of 5
Transactional Attempts
1 of 5
Transactional Attempts
Success
03/15/2014, 11:08 AM
9847597186-9847597186
Feb 16, 2014
Document “Car Title Change” started by Lucy
Feb 15, 2014
Monthly charge for Premium Plan processed for $49.99 on Visa-2345
Payment Approved
feb 15, 2014
“Premium Plan Trial” ended and converted to “Premium Plan Membership”
Feb 8, 2014
Document “Mark Cunningham Living Will” completed by Lucy
Feb 8, 2014
Order placed by Lucy for $19.99 on Visa-2345
Payment Refunded
Feb 8, 2014
Order placed by Lucy for $19.99 on Visa-2345
Payment Approved
FEB 8, 2014
Order placed by Lucy for $19.99 on Visa-2345
Payment Approved
Order Details
Order Number #398093894041748
Purchased By: Betty Seller
Premium Plan Free Trial
$0.00
Document
$15.00
Background Check
$5.00
Subtotal
$20.00
Discount
-$1.00
Tax
$0.99
Total charged to Visa-2345:
$19.99
RL Account
Amount
Card Type
Card Number 
[Account Type]
$19.99
Visa
•••• •••• •••• 2345
Transaction #
Processor
Status
Date/Time
9847597186
Rocket Pay
Payment Approved
02/08/2014, 10:08 AM
3 of 5
Transaction Attempts
3 of 5
Transaction Attempts
Success
02/08/2014, 10:08 AM
9847597186-9847597186
Failed
02/08/2014, 10:04 AM
9847597345-9847596345
Auth Busy - Retry
Failed
02/08/2014, 10:00 AM
9847596983-9847596983
Auth Busy - Retry
Where should we send the receipt?
Apply a refund

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form :(

Process a Refund
Reason for refund
Apply a refund

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form :(

Amount of refund
$19.99
$0.00
$15.00
$5.00

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form :(

Total refund to Visa-2345:
$0.00
FEB 8, 2014
Order placed by Lucy for $19.99 on Visa-2345
Payment Refunded
Order Details
Order Number #398093894041748
Purchased By: Betty Seller
Premium Plan Free Trial
$0.00
Document
$15.00
Background Check
$5.00
Subtotal
$20.00
Discount
-$1.00
Tax
$0.99
Total charged to Visa-2345:
$19.99
Total refunded to Visa-2345:
- $19.99
RL Account
Amount
Card Type
Card Number 
[Account Type]
$19.99
Visa
•••• •••• •••• 2345
Transaction #
Processor
Initial Charge
Status
Representative
Refund Option
Refund Reason
Date/Time
9847597186
Rocket Pay
02/08/2014, 11:22 AM
Payment Refunded
Katy Crusher
Full Refund
Only wanted to try...
03/18/2014, 10:08 AM
3 of 5
Transaction Attempts
3 of 5
Transaction Attempts
Success
02/08/2014, 10:08 AM
9847597186-9847597186
Failed
02/08/2014, 10:04 AM
9847597345-9847596345
Auth Busy - Retry
Failed
02/08/2014, 10:00 AM
9847596983-9847596983
Auth Busy - Retry
feb 8, 2014
Document “Mark Cunningham Living Will” started by Lucy
Feb 8, 2014
Account created
Premium Plan
Active
RL Account
Started On
Trial End
Last Charge
Next Billing
Next Amount
Billing Cycle
Purchased By
Credit Card
[Account Type]
02/08/2014
02/15/2014
$49.99
04/15/2014
$49.99
Monthly
Lisa Cunningham
Visa •••• •••• •••• 2345
Reason for cancelling
How do you want to cancel
Lucy will have access to her subscription until 03/30/2014
Lucy will lose access immediately
Apply a refund

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form :(

Process a Refund
Reason for refund
Apply a refund

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form :(

Amount of refund
$49.99
$24.98

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form :(

Total refund to Visa-2345:
$0.00
Premium Plan
Active
Started On
1st Charge
Trial End
Next Amount
Next Billing
11/26/2014
$0.00
12/03/2014
$49.99
01/03/2014