A subscriber wants out, and last month back.
A project tool bills monthly through its payment provider. “I forgot to cancel” used to wait a day in the queue.
The customer asks in chat
They are signed in, so your app vouches for them: no code to type. They pick the charge and confirm the amount on a card.
- Identity from your signed-in session
- Only their own charges, masked
- Nothing moves until they confirm
I forgot to cancel and got charged €19 again.
Your Pro plan renewed on 1 Nov and has not been used since. I can cancel it now and refund the €19.00 to Visa •• 4242.
Cancelled and refundedYour policy decides
Renewal 2 days ago, inside your 7-day window: refunded and cancelled at once. Renewal 20 days ago: handed to your team with the chat.
- Refund window and limit per currency
- Velocity limits per customer
- The outcome card comes from the record
Refund requests
Published v12 · draft has 1 change
Your team sees the whole subscription
Charges, failed renewals, refunds and every case on one page, linked by case number.
- Subscriptions view
- Cancel from the panel within policy
- Every decision explained

More in Use cases
Start with low limits. Raise them when the record shows it works.
Start in test mode, run your policy against your own history, and go live when the results meet your standards.
- 1A test workspace on your provider’s test mode
- 2Your past requests replayed against your policy
- 3Live with low limits, raised as the record allows