Solutions
Keep revenue and customer questions moving forward.
A disputed charge, an overdue invoice, or a billing question can involve the same customer and records. Give operations, finance, and support one case to understand the issue and reach a clear outcome.
SaaS and subscriptions
Resolve the question behind a renewal or missed payment.
Check the subscription, invoice, account activity, and conversation together before choosing the next step.
A renewal charge is questioned
Check the accepted terms, usage, and cancellation history. Explain the charge, review an adjustment, or prepare a supported dispute response.
Move unpaid invoices forward
Verify the balance, send a reviewed request, and keep arrangements and confirmed payments with the case.
Make renewal and cancellation reviews clear
Give support the terms and account history it needs to answer the customer's question without asking them to repeat it.
Support a dispute response with the right records
Use terms acceptance, login history, correspondence, and refund policies, with approval before submission.
Online services and digital products
Connect what was promised, delivered, and paid.
For services, courses, downloads, and licenses, the delivery record often explains the financial issue.
A service invoice needs review
Bring the agreement, completion records, and customer messages into one case. Record the decision and follow the agreed next step through to resolution.
Keep delivery context close
Use completion records, downloads, license activations, and receipts to understand what the customer received.
Give customers a direct path to review
Collect the question and supporting documents through the portal, tied to the original purchase.
Track the agreed outcome
Record an approved adjustment, payment request, or arrangement and keep the conversation behind it.
Online stores
Turn order context into a clear payment resolution.
Use order, fulfillment, tracking, and policy records to answer delivery questions and prepare dispute responses.
An order is reported as not received
Review tracking, the delivery address, and the customer's messages. Your team can explain delivery, consider an adjustment, or respond with the supporting records.
Connect payment and commerce records
Bring Shopify or WooCommerce evidence together with Stripe, Shopify Payments, and PayPal cases.
Review returns and refund questions in context
Keep the relevant order, return policy, decision, and customer follow-up in the same case.
Address recurring issues earlier
Use dispute patterns and supported pre-dispute alerts to investigate billing confusion or fulfillment problems.
Coordinate your dispute tools
If Stripe Smart Disputes is enabled, decide which workflow owns each response and avoid duplicate submissions. Resolvely requires an Owner or reviewer to approve its responses. Read the coordination guide .
A better path for every case
Make financial resolution a shared workflow.
Bring your team's decisions and your customers' next steps into one place.