Billing & Dunning

Refunds, credits, dunning override. Per refund-dunning-chargeback-audit.md §4.3 + §1.

Record new refund or credit

Tier auto-detects from amount per S6 §1. T1 = Jasper unilateral; T2+ documents Vincent technical-confirm; T4 requires attorney reference for > $10,000.

Enter an amount to see tier classification.

v0 records the adjustment as pending. Execute the actual Square refund via Square Dashboard, then mark executed on the Adjustments Log tab and paste the Square refund ID. Worker-side Square API automation is a follow-up bite per S6 §1.2.

Owner subscription view (relocated 2026-06-16)

The owner-facing subscription panel (plan status, payment method, request-cancellation, and the Y1–Y6 pricing schedule) was moved off the shop dashboard during the IA consolidation walk and is internal-only. This console (Billing & Dunning) is the canonical place to manage a shop's billing. The full original markup is archived at helpwin docs/archive/_relocated-owner-billing-2026-06-16.html.

Terms of record: cancel at the end of any year with 30 days written notice; mid-year cancellation is prorated against work delivered. After Y6, HelpWin holds Y6 pricing for ongoing service unless both parties agree in writing to a new schedule. The Y1–Y6 monthly rate tracks an hourly-wage anchor that grows about $1/hr per year (schedule generated from the billing config, not hard-coded here).