How to Get a ProperSoft Refund

• Order Number: Locate your unique order number from your purchase confirmation email.
• Email Address: Use the email address associated with your ProperSoft account.
• Transaction ID: Find the transaction ID from your payment method or invoice for easier tracking.
• Purchase Date: Note the date of purchase as this may be required for processing your refund request.
• Software Version: Specify the version of the software you purchased, as this can impact refund eligibility.
• Reason for Refund: Prepare a clear explanation of why you are requesting a refund to facilitate the review process.
• License Key: If applicable, have your license key ready for verification purposes.
• Subscription Details: If you are on a subscription plan, include your subscription start date and any relevant renewal details.
• Screenshots or Documentation: Provide any relevant screenshots or documents that support your refund request, such as error messages or performance issues.
• Customer Support Communication: Include any previous communication with customer support related to your issue, if applicable.

At ProperSoft, users have specific rights regarding their access to services and the eligibility for refunds. ProperSoft primarily offers software solutions designed to streamline user experiences in various financial tasks. As part of our commitment to customer satisfaction, we recognize that there are certain scenarios where users may find themselves needing to clarify their account management or seek a refund.

Here are some situations that may qualify users for a refund or credit:

• Trial Period Initial Access: Users who have signed up for a free trial and find that the service does not meet their needs during the trial period may be eligible for a refund if they decide to unsubscribe before the trial ends.
• Purchase of Incorrect Software Version: If a user purchases a software version that is not compatible with their system, they might be eligible for a refund if they promptly request it within the specified return period.
• Software Malfunction: Users experiencing significant technical issues or performance failures that hinder their use of the software may be eligible for a refund, provided they have attempted to resolve these issues as guided by ProperSoft support.
• Subscription Modifications: Users may request refunds for recurring subscription payments if they encounter changes in their account status that were not anticipated, such as unintentional renewals that occur without their notice.

We encourage users to contact ProperSoft support to discuss their individual circumstances, as each situation is unique and may require specific documentation to process a refund request effectively.

ProperSoft offers various tools for financial data conversion and management, catering to a range of users from individuals to businesses. Here are several real user scenarios where refunds were successfully claimed.

• Accidental Subscription Upgrade: A user originally subscribed to the basic version of ProperSoft accidentally selected a higher-tier subscription during the renewal process. Once they realized the error, they contacted customer support, who promptly facilitated a refund for the price difference, allowing the user to revert to their intended plan.
• Service Interruption: A small business relied on ProperSoft for transaction data conversion but experienced a temporary outage. After reaching out to support for assistance, the user shared their concerns about the impact on their accounting processes. As a goodwill gesture, ProperSoft offered a refund for the duration of the service interruption, ensuring customer satisfaction.
• Trial Subscription Termination: A user decided to cancel their trial subscription before the trial period ended but accidentally missed the deadline. Upon realizing this, they emailed ProperSoft’s support team explaining the situation. The team reviewed the request and processed a full refund, allowing the user to cancel the service without any charges.
• Billing Overlap During Plan Changes: A customer switched from an annual plan to a monthly subscription. Due to a system update, the customer was charged for both plans in the same billing cycle. They contacted ProperSoft support, who investigated the situation and issued a refund for the overlapping charge, ensuring they only paid for one service at a time.

Tracking your refund status efficiently is essential for a seamless experience with ProperSoft. Here are some tailored tips to help you stay updated on your refund progress.

• Check Your Email for Updates: ProperSoft sends regular email notifications regarding the status of your refund. Look for emails with subject lines that include "Refund Update" or "Your Refund Status" for the latest information.
• Use the ProperSoft Account Dashboard: Log into your ProperSoft account and navigate to the Order History section. Here, you can view detailed notes on your refund request, including initiation date and current status.
• Review the Billing Section: Within your account settings, the Billing section provides an overview of all transactions and refunds. This feature helps you see if your refund has been processed and when you can expect it.
• Enable In-App Notifications: Ensure you have enabled notifications in the ProperSoft app to receive timely alerts on any changes to your refund status. This feature keeps you informed without needing to log in frequently.
• Utilize Merchant-Specific Tracking Tools: If you're a merchant using ProperSoft, leverage the Refund Tracking Tool available in your dashboard. This tool offers insights into the typical refund timeline based on transaction history, helping you set expectations with your customers.
• Access Customer Support: If you have specific questions or concerns regarding your refund status, don't hesitate to reach out to ProperSoft's support team. Use the contact form available in the app or on the website to get personalized assistance.