Refund Email

Auto email when a refund is processed

Additional transcript context

• The transcript highlighted a need for clearer follow-up after refund requests so teams can tell whether a check was actually issued and when it was sent.
• Richard called out that the current round-tripping does not reliably get back to the person who made the request.
• The team discussed two acceptable destinations for this visibility: adding the update directly on the order, or at minimum routing the response back to the company email so the operational team can see it.
• The main goal is to reduce manual chasing of finance when clients call back asking whether their refund check has been mailed.
• The Southwest team also specifically asked for a customer-facing refund email that confirms the refund and sets expectations such as the expected processing window.