How to Get a Tipalti Refund

• Account Information: Ensure you have your registered email and account ID for easy identification.
• Transaction Details: Gather all relevant transaction IDs related to the purchase you are seeking a refund for.
• Payment Method: Prepare details of the payment method used for the transaction, including the last four digits of the credit card or bank account.
• Refund Request Form: Check if there is a specific refund request form provided by Tipalti that needs to be completed.
• Proof of Transaction: Include receipts or order confirmations that serve as proof of your purchase.
• Correspondence History: Compile any email correspondence or communication related to the purchase or refund request.
• Reason for Refund: Clearly articulate the reason for the refund to help expedite the process.
• Policy Review: Familiarize yourself with Tipalti’s refund policy to ensure that your request aligns with their guidelines.

*Working days are Monday to Friday, and don't include public holidays.

At Tipalti, we understand that users may have specific circumstances that could lead them to inquire about their refund eligibility. As a platform dedicated to streamlining accounts payable processes, our services encompass various aspects of financial transactions and management. The eligibility for a refund may depend on individual account circumstances, service usage, and subscription statuses. Below are some situations where users may qualify for a refund.

• Subscription Downtime: If there has been an unforeseen service interruption that affects access to our platform, users may be eligible for a refund for the time lost.
• Billing Cycle Discrepancies: Users may inquire about refunds if they believe that charges do not align with their selected subscription tiers or billing cycles.
• Unused Services: Users who have opted for certain services but did not utilize them during their billing period might explore refund possibilities based on the terms of their service agreements.
• Account Adjustments: Changes in user accounts, such as upgrades or downgrades in service levels, may warrant adjustments in billing, which could affect eligibility for a refund.
• Cancellation Timing: In cases where users have initiated cancellation within an appropriate timeframe before the next billing cycle, refunds may be applicable based on the services outlined during the subscription agreement.

We encourage users to review their individual account details and consult our customer support team for clarity on specific situations regarding refund eligibility.

Refunds can arise from various user situations when interacting with Tipalti's services. Here are some specific scenarios where users successfully claimed refunds:

• Service Downtime: A user experienced a temporary service disruption during a critical period, which affected their ability to process payments. After clarifying the issue with Tipalti support, they received a refund for the period the service was unavailable as a goodwill gesture.
• Plan Downgrade Confusion: A merchant decided to downgrade their subscription plan but inadvertently paid for an additional month of the higher tier. Upon reaching out to customer support and explaining their intention, Tipalti promptly processed a partial refund for the overpayment.
• Trial Period Billing: A user signed up for a trial but was billed for the subsequent month due to a misunderstanding of their trial expiration date. They contacted Tipalti, and after confirming their trial status, Tipalti offered a full refund for the initial charge as a resolution.
• Payment Processing Fees Inquiry: A merchant noticed unexpected fees on their account related to payment processing and submitted an inquiry for clarification. After reviewing their transaction history, Tipalti identified an error in fee calculation and issued a refund for the discrepancy.

Tracking your refund status efficiently with Tipalti ensures that you stay informed about your transactions and financial dealings. Here's how you can easily monitor your refund progress:

• Email Notifications: Tipalti sends out automated email updates regarding refund statuses. Keep an eye on these emails, which typically provide the latest information on your refund processing stages.
• In-App Notifications: If you have the Tipalti mobile app, make sure to enable notifications. This way, you will receive real-time alerts about any changes to your refund status directly on your mobile device.
• Account Dashboard: Log into your Tipalti account and navigate to the Billing section of your dashboard. Here, you can view a detailed overview of your refund requests and their current statuses.
• Order History: Click on the Order History tab in your account. This section lists all your transactions, including refunds, along with their respective processing dates and amounts.
• Refund Progress Information: In your account settings, you will find specific details on refund progress, such as "Pending", "Approved", or "Complete" stages, which can help you understand where your refund stands.
• Merchant-Specific Tools: Utilize Tipalti’s merchant dashboard tools that offer analytics and reporting features. These tools can help you track refunds alongside other financial transactions for comprehensive insights.