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Update docs for new refund / cancel actions #588

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12 changes: 0 additions & 12 deletions docs/dashboard-and-metrics/customer-history.md
Original file line number Diff line number Diff line change
Expand Up @@ -59,18 +59,6 @@ The `event_timestamp_ms` field refers to the time that the event was generated,

Ex: Checking the event_timestamp_ms will show that the renewal occurs after the billing issue. This value gets updated after the app stores backdate this in the receipt

## Refunding Purchases

Android purchases can be refunded directly through the RevenueCat dashboard. Granting a refund will immediately expire the subscription and remove any entitlement access. By refunding directly through RevenueCat you can ensure that refunds are accounted for immediately in all charts and integrations.

![](/images/e2cb2fe-Screenshot_2023-06-12_at_15.01.32_979f71f45243d4c79cbd6f4a03bbc515.png)

In case of subscriptions in trial period, you have the option to cancel the subscription and prevent the user from converting to a paid subscription.

![](/images/07fe246-Screenshot_2023-06-12_at_14.58.30_84a9a7b9baecaa47f5725700fe68a753.png)

Apple doesn’t allow developers to grant refunds themselves, only through Apple customer support. However, Apple refunds are tracked with RevenueCat and accounted for in all charts and integrations.

## Next Steps

- [Active Subscriptions Chart](/dashboard-and-metrics/charts/active-subscriptions-chart)
Original file line number Diff line number Diff line change
Expand Up @@ -52,6 +52,18 @@ Transferring an entitlement will:
Transferring entitlements works with the block-restore behavior
:::

## Refunding and Cancelling Purchases

Google Play and RevenueCat Billing purchases can be refunded directly through the RevenueCat dashboard. Granting a refund will immediately expire the subscription and remove any entitlement access. By refunding directly through RevenueCat you can ensure that refunds are accounted for immediately in all charts and integrations.

RevenueCat Billing subscriptions and Google Play subscriptions in the trial period can also be cancelled, which means that they will not renew at the next expiration date.

The entry point for refunding and cancelling purchases is the "..." menu on the subscription in the "Entitlements" card of the customer profile.

![](/images/refunding-and-cancelling.png)

Apple doesn’t allow developers to grant refunds themselves, only through Apple customer support. However, Apple refunds are tracked with RevenueCat and accounted for in all charts and integrations.

## Next Steps

- [Granted entitlements](/dashboard-and-metrics/customer-history/promotionals)
4 changes: 2 additions & 2 deletions docs/dashboard-and-metrics/customer-history/promotionals.md
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Expand Up @@ -18,7 +18,7 @@ To grant a customer access to an entitlement, start by clicking the "Grant" butt

![Image](/images/customer-history-grant-entitlement.png)

First choose the [entitlement name](/getting-started/entitlements). Next select a preset duraction or **Until date** to choose a custom end date. Finally, click **Grant**. You can grant multiple entitlements if you have different levels of access.
First choose the [entitlement name](/getting-started/entitlements). Next select a preset duration or **Until date** to choose a custom end date. Finally, click **Grant**. You can grant multiple entitlements if you have different levels of access.

![](/images/customer-history-grant-entitlement-modal.png)

Expand All @@ -40,7 +40,7 @@ Please note that the "Sandbox data" toggle should be unchecked to remove entitle

## Granting Entitlements through the REST API

Looking to programatically grant entitlements? View the REST API documentation [here](https://docs.revenuecat.com/reference/grant-a-promotional-entitlement).
Looking to programmatically grant entitlements? View the REST API documentation [here](https://docs.revenuecat.com/reference/grant-a-promotional-entitlement).

## Next Steps

Expand Down
22 changes: 11 additions & 11 deletions docs/dashboard-and-metrics/supporting-your-customers.md
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Expand Up @@ -24,28 +24,28 @@ All customers can be found by searching for an App User ID, Transaction ID, or O

To find a customer, visit the Customer tab in the RevenueCat dashboard and look for the search box. You must enter a search term that exactly matches one of the above options.

To learn more about finding individual customers visit [Find an Individual Customer](https://www.revenuecat.com/docs/dashboard-and-metrics/customer-lists#find-an-individual-customer).
To learn more about finding individual customers visit [Find an Individual Customer](/dashboard-and-metrics/customer-lists#find-an-individual-customer).


## Reviewing a customer’s subscription history
RevenueCat knows a lot about your customers from when they were first seen using the app, to when they made their first purchase, and even to when their subscription most recently renewed.

All of these events can be found in the Customer History on the Customer’s profile. Learn more about the specific event types and the additional details they contain from our [Customer History](https://www.revenuecat.com/docs/dashboard-and-metrics/customer-history) documentation.
All of these events can be found in the Customer History on the Customer’s profile. Learn more about the specific event types and the additional details they contain from our [Customer History](/dashboard-and-metrics/customer-history) documentation.


## Managing customer subscriptions
Not only can you see information about your customer’s subscriptions in the RevenueCat dashboard, but you can also perform certain actions (without ever needing to log into the stores).

Here are some of the ways you can make changes to a customer’s subscription from RevenueCat:
* _Issue a refund_ - Google Play purchases and purchases made through RevenueCat billing can be refunded directly through the RevenueCat dashboard. To refund a purchase, find the transaction event in the customer history and click “Refund” in the upper right corner. To learn more about how refunds work for Apple, Amazon, and Stripe, visit [Handling Refunds](https://www.revenuecat.com/docs/subscription-guidance/refunds).
* _Cancel a subscription_ - If a subscription was purchased through RevenueCat billing, you can also cancel that purchase from the RevenueCat dashboard. To cancel a subscription, find the transaction event in the customer history and click “Cancel” in the upper right corner. Learn more about managing subscriptions with RevenueCat Billing [here](https://www.revenuecat.com/docs/web/revenuecat-billing/managing-customer-subscriptions).
* _Transfer a subscription_ - In some cases you may want to manually transfer a subscription to a different user. The “Transfer” functionality can be found in the upper right corner of the customer profile page in the Entitlements section (details [here](https://www.revenuecat.com/docs/dashboard-and-metrics/customer-history/active-entitlements#transferring-entitlements) ). Please note that when you transfer a subscription you are not changing the underlying App Store account (for instance, the Apple Account) that owns the subscription. Because of this, the subscription may automatically be transferred again when the user restores purchases. The exact behavior will depend on your RevenueCat Project’s settings for [restoring purchases](https://www.revenuecat.com/docs/getting-started/restoring-purchases#transferring-purchases-seen-on-multiple-app-user-ids).
* _Grant a promotional entitlement_ - With promotional entitlements you can also use RevenueCat to give users access to your products without involving any third party platform. For example, if you want to give a VIP user or a fellow employee free access to your app, you could grant them a promotional entitlement. Keep in mind this is purely a RevenueCat concept and therefore doesn’t change anything about a subscription they may have through the store. Learn more at our [Promotionals](https://www.revenuecat.com/docs/dashboard-and-metrics/customer-history/promotionals) documentation.
* _Issue a refund_ - Google Play purchases and purchases made through RevenueCat billing can be refunded directly through the RevenueCat dashboard. To refund a purchase, find the transaction event in the customer history and click “Refund” in the upper right corner. To learn more about how refunds work for Apple, Amazon, and Stripe, visit [Handling Refunds](/subscription-guidance/refunds).
* _Cancel a subscription_ - If a subscription was purchased through RevenueCat billing, you can also cancel that purchase from the RevenueCat dashboard. To cancel a subscription, find the transaction event in the customer history and click “Cancel” in the upper right corner. Learn more about managing subscriptions with RevenueCat Billing [here](/web/revenuecat-billing/managing-customer-subscriptions).
* _Transfer a subscription_ - In some cases you may want to manually transfer a subscription to a different user. The “Transfer” functionality can be found in the upper right corner of the customer profile page in the Entitlements section (details [here](/dashboard-and-metrics/customer-history/active-entitlements#transferring-entitlements) ). Please note that when you transfer a subscription you are not changing the underlying App Store account (for instance, the Apple Account) that owns the subscription. Because of this, the subscription may automatically be transferred again when the user restores purchases. The exact behavior will depend on your RevenueCat Project’s settings for [restoring purchases](/getting-started/restoring-purchases#transferring-purchases-seen-on-multiple-app-user-ids).
* _Grant a promotional entitlement_ - With promotional entitlements you can also use RevenueCat to give users access to your products without involving any third party platform. For example, if you want to give a VIP user or a fellow employee free access to your app, you could grant them a promotional entitlement. Keep in mind this is purely a RevenueCat concept and therefore doesn’t change anything about a subscription they may have through the store. Learn more at our [Promotionals](/dashboard-and-metrics/customer-history/promotionals) documentation.


### More Popular Features & FAQs
1. [Customer History](https://www.revenuecat.com/docs/dashboard-and-metrics/customer-history)
2. [Promotionals](https://www.revenuecat.com/docs/dashboard-and-metrics/customer-history/promotionals)
3. [Customer Lists](https://www.revenuecat.com/docs/dashboard-and-metrics/customer-lists)
4. [Deleting Users](https://www.revenuecat.com/docs/dashboard-and-metrics/customer-history/manage-users)
5. [Active Entitlements](https://www.revenuecat.com/docs/dashboard-and-metrics/customer-history/active-entitlements)
1. [Customer History](/dashboard-and-metrics/customer-history)
2. [Promotionals](/dashboard-and-metrics/customer-history/promotionals)
3. [Customer Lists](/dashboard-and-metrics/customer-lists)
4. [Deleting Users](/dashboard-and-metrics/customer-history/manage-users)
5. [Active Entitlements](/dashboard-and-metrics/customer-history/active-entitlements)
6 changes: 3 additions & 3 deletions docs/subscription-guidance/refunds.md
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Expand Up @@ -29,7 +29,7 @@ If you configure an [In-App Purchase Key](/service-credentials/itunesconnect-app

**Subscriptions**

✅ Active Google Play subscriptions may be refunded directly through the RevenueCat dashboard. Click on the respective transaction event on the customer page and hit \"Refund\" in the upper right. [Documentation](/dashboard-and-metrics/customer-history#refunding-purchases) for reference.
✅ Active Google Play subscriptions may be refunded directly through the RevenueCat dashboard. Click on the "..." menu on the subscription in the "Entitlements" card of the customer profile and then select \"Refund\". [Documentation](/dashboard-and-metrics/customer-history/active-entitlements#refunding-and-cancelling-purchases) for reference.

Refunds can also be granted programmatically through the RevenueCat [REST API](https://docs.revenuecat.com/reference#revoke-a-google-subscription). This will immediately revoke access to the Google subscription and issue a refund for the last purchase.

Expand All @@ -55,11 +55,11 @@ Refunds granted through Amazon customer service **will not** be detected as a re

## RevenueCat Dashboard

**Android** purchases can be refunded directly through the RevenueCat dashboard. Granting a refund will immediately expire the subscription and remove any entitlement access. By refunding directly through RevenueCat you can ensure that refunds are accounted for immediately in all charts and integrations.
**Google Play** and **RevenueCat Billing** purchases can be refunded directly through the RevenueCat dashboard. Granting a refund will immediately expire the subscription and remove any entitlement access. By refunding directly through RevenueCat you can ensure that refunds are accounted for immediately in all charts and integrations.

Apple doesn’t allow developers to grant refunds themselves, only through Apple customer support. However, Apple refunds are tracked with RevenueCat and accounted for in all charts and integrations.

![](/images/9def41e-app.revenuecat.com_activity_270f6f8f_event_909c784d-ba27-4e33-8e7c-020e4db714ef_2_3560069cb19e697a1a52ada4d71c641c.png "app.revenuecat.com_activity_270f6f8f_event_909c784d-ba27-4e33-8e7c-020e4db714ef (2).png")
![](/images/refunding-and-cancelling.png)

## Troubleshooting

Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -23,13 +23,10 @@ In the event details, you will find the payment status of the invoice, as well a
### Canceling subscriptions
You can cancel a customer's subscription. This means that the subscription will expire at the end of the current billing period. The customer will retain access to their entitlements until the subscription expires.

To cancel a subscription, click into an initial purchase or renewal event of the subscription in the Customer History:
To cancel a subscription, click on the "..." menu on the subscription in the "Entitlements" card of the customer profile and then select "Cancel".

![](/images/rc-billing/customer-history-initial-purchase.png)
![](/images/refunding-and-cancelling.png)

In the event detail view, you will find the action to cancel the subscription in the top right corner:

![](/images/rc-billing/dashboard-cancel-subscription.png)

### Refunding subscription payments
See [Refunding payments](./refunding-payments).
Expand Down
8 changes: 2 additions & 6 deletions docs/web/revenuecat-billing/refunding-payments.mdx
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Expand Up @@ -17,10 +17,6 @@ Refunding returns the funds to the customer's payment method (it can take a few
For subscriptions where the most recent invoice failed to be collected, you can't refund the payment (since no payment was made). You can still cancel the subscription.
:::

To refund a payment, click into a purchase or renewal event of a subscription in the Customer History:
To refund a payment, click on the "..." menu on the subscription in the "Entitlements" card of the customer profile and then select "Refund".

![](/images/rc-billing/customer-history-initial-purchase.png)

In the event detail view, you will find the action to refund the payment in the top right corner:

![](/images/rc-billing/dashboard-refund-subscription.png)
![](/images/refunding-and-cancelling.png)
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