Record a chargeback
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Mark a cancelled policy so its commission can be taken back.
1 minute · Owner
Only an issued sale can have a chargeback.
The status changes to Chargeback with the date. If that was a mistake, press the status again to open Reverse Chargeback.
Recording a chargeback takes nothing out of a paycheck. The amount goes into that person's chargeback balance and waits until you apply it. See Take back a chargeback in Pay Team.
How much comes back
Chargeback Recovery Method in the Payout Settings window decides the amount.
- Prorated is the one tagged Recommended. Only the unearned part comes back. A 6-month policy cancelled after 3 months kept half its term, so half the commission comes back.
- Full Chargeback takes back all of the commission, however long the policy was active.
The commission is the base commission the person's plan paid on that sale. A bonus the policy had already been paid on can come back with it. Some bonus types are never taken back, among them streak, team, activity and milestone bonuses.
Frequently Asked Questions
Why does a cancelled policy show nothing to recover?
Producify only takes back what it paid. If no Pay Team run paid that sale, or it issued before your payouts start date, there is nothing to recover.
Can I reverse a chargeback after money was taken back?
No. A reversal is refused once money has been recovered for it. Undo the Pay Team run that took it back first.