Refunds

• Overview

• This SOP is documented as a video walkthrough only. Watch the Loom walkthrough for the full process of issuing refunds for ClickBank orders. ClickBank access is required.

Purpose

Manual PayPal refund for when an order is past the 6-month window and PayPal no longer allows refunds through the original order.

What You Need

• PayPal access with refund privileges

Step-by-Step

1. Collect all the needed order info, such as:

• Order number

• Original order amount

• Customer’s confirmed PayPal email address

• Ordered product name

2. Take the original order amount, multiply it by 2.99%, then add that result and $0.49 to the original amount. Example:

• $294 x .0299 = $8.79

• $294 + $8.79 + $0.49 = $303.28

3. Sign in to PayPal.

4. In PayPal, on the top bar, click “Send Money”.

5. Add the customer’s confirmed email in the contact slot. If they are registered with that email, their contact should appear below. Click their contact line.

6. Enter the calculated amount in the box, add a note like the example below (see Scripts & Templates), and then click Next.

7. On the send screen, click on the section that says Family and Friends (or Goods and Services).

8. Then select or confirm that it is set to “Goods and Services”. Do not pick “Friends and Family”.

9. Then click Continue, and on the main send page, click Send.

10. It should confirm that the payment was sent. Now return to the home screen.

11. On the home screen, you should see the refund you just sent under Recent Activity. If you don’t see it there, go to Activity > All Transactions on the left sidebar.

12. Click the blue-highlighted name of the row that you refunded.

13. At the top, click Print, then select Print to PDF, and name it something understandable like “Refund for Kyle”. This can be sent to the customer as proof of the refund. Usually, the PDF is sent to the customer service agent who requested the refund so they have something to send to the customer.

Scripts & Templates

Example PayPal payment note:

Refund for Live Anabolic order #893761 for 3 Bottles of TestoGreens Max from 1/25/26

Overview

This SOP is documented as a video walkthrough only. Watch the Loom walkthrough for the full process of tracking committed coaches and order refunds in Google Sheets. There are no other linked files for this SOP.