Customer Service
Improve customer experience with cancellation, updates, and other customer service features.
Key Features
In the case that your customer cancels or changes their subscription, proration credits allow you to choose to prorate the credit your customer can receive for the unused subscription period.
Update card expiration dates quickly and easily to avoid unnecessary involuntary churn due to expired cards.
There are countless reasons why your customers may need to add a card after they begin their subscription — make it easy for them to do so with this feature.
Customize emails to your customers with your own branding, merge tags, and attached invoices -- you can even split-test emails.
“Rebilly takes away the hassle and complications of using multiple payment providers and merges them all into one simple platform.”
MARK S.
“The software has great tools to maximize your continuity and customer lifetime value. If you are selling a membership or plan to, this is the software you need to hook into.”
MICHAEL R.
“Auto billing without a lot of work!”
CHRISTINE C.
Cancel & Refund
Cancellation
Make cancellations smooth and easy for your team to handle with Rebilly’s cancellation functionality.
Proration Credits
In the case that your customer cancels or changes their subscription, proration credits allow you to choose to prorate the credit your customer can receive for the unused subscription period.
Reason
Cancels and refunds happen, but understanding how to reduce them is difficult without data. Our reason feature gives you the ability to tag your cancels with a reason to easily analyze and understand why most cancels happen.
Refunds
Refunds are no one’s favorite thing to do, but they are very important to a good customer experience. Rebilly makes it easy for you and your team to quickly issue full or partial refunds.
Disputes
Automate one of the most tedious parts of subscription billing — the dispute process. You can import chargebacks, generate the proper representation documentation, cancel subscriptions, and even use Rebilly to prevent future chargebacks.
Update Features
Update Expiration Date
Update card expiration dates quickly and easily to avoid unnecessary involuntary churn due to expired cards.
Add Card
There are countless reasons why your customers may need to add a card after they begin their subscription — make it easy for them to do so with this feature.
Remove Card
Avoid potential risk for your team with the ability to not just add cards, but remove old cards that are known to be out of date.
Change Address
Keep your customer data clean and accurate with updated billing and shipping addresses.
Invoice History
Rebilly makes it easy for your team to view customers’ past invoices.
Reactivation
Reduce churn and keep your reporting accurate by reactivating canceled subscriptions instead of creating new subscriptions when you win back a customer.
Customer Service Agent
Customize emails to your customers with your own branding, merge tags, and attached invoices -- you can even split-test emails.
Leave Notes
Customer service agents can attach notes to your customers’ profiles to keep the team up to date on the latest activity with each customer.
Timeslines
Use timelines on the customer, transaction, and order pages to quickly scan for all recent activity, leave notes, or mention coworkers.
Advanced: Know Your Customer (KYC) Documents
Help prevent fraudulent transactions with the ability to accept and securely store KYC documents for your customers.
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