For operations, finance and customer-support teams

Route high-value refunds to the right person.

Send a refund request to whoever authorises it, get a clear yes or no, and keep the decision on record.

Start free See how it works

Free to start. Reviewers don't need an account.

Refund ApprovalVersion 2

Refund of $780, annual plan

Reviewer: Support or finance manager

Adds usage details as version 2.

ApproveChangesReject

Where refund approval usually goes wrong

High-value refunds need authorisation

Agents shouldn't guess whether they're allowed to approve them.

Approval requests are informal

A DM to a manager with no case details.

No decision record

Later you can't show who authorised the refund.

How it works

Submit the refund request
Reason, amount and a link to the customer case.
Authoriser decides
They approve, reject or request more information.
Add missing details
Resubmit as a new version if the first was incomplete.
Record the decision
Then process the refund in your own payments tool.

Example scenario (illustrative)

Refund of $780, annual plan

A support agent requests a refund and links the case notes. Reviewer: Support or finance manager.

Requester
Requests the refund with the case link.
Reviewer
Requests changes: confirm the customer used less than 10% of the plan.
Requester
Adds usage details as version 2.
Reviewer
Approves version 2.
Result: The agent proceeds with the refund; the authorisation is on record.

Why teams use it for refund approval

Clear authority

Refunds above your threshold go to the right person.

Decision with context

Reason and case link travel with the request.

Recorded outcome

Approve or reject, each with a timestamp.

The ApprovalLoop workflow

Every approval follows the same loop, so you only learn it once.

Send
Share the request
Review
Reviewer opens the link
Request changes
Or approve / reject
Revise
Send a new version
Approve
Decision on the latest version
Record
Timestamped approval record

Questions

Does ApprovalLoop issue the refund?

No. It records the decision. Refunds are executed in your payments or billing tool.

Can I define thresholds automatically?

No. You choose who reviews each request.

Do approvers need accounts?

No, they open a secure link.

ApprovalLoop does not move money or process refunds. It records the approval decision. ApprovalLoop keeps a timestamped approval record. It is not a legal electronic signature.