Cheque Payment/Refund

Check Payment and Refund Processing

Created: May 14, 2026

Applicable Entities: Upwellness LLC

1. PURPOSE

The purpose of this Standard Operating Procedure (SOP) is to outline the required steps, customer information, and specific mailing instructions for processing customer orders paid via check. Additionally, this SOP establishes the strict guidelines and required procedures for issuing check refunds to customers. This ensures accurate order fulfillment, proper payment routing, and secure, authorized refund processing.

2. SCOPE

This procedure applies to all incoming physical check payments, corresponding manual order requests, and outgoing check refund requests for Upwellness LLC.

3. CHECK PAYMENT PROCEDURE

3.1 Required Customer Information

To ensure orders are processed without delay, customers must include specific documentation along with their check. Staff must verify that the following information is enclosed with every check payment:

• Full Name

• Complete Shipping Address

• Email Address

• Phone Number

• Itemized list of products requested (Items wanted)

Note: If a customer is missing any of the required details, it may result in processing delays.

3.2 Payment Routing and Mailing Addresses

Checks must be made payable to the specific entity from which the customer is ordering. Staff providing mailing instructions to customers must ensure the correct address and suite number are utilized.

Pay To: The Alternative Daily:

Pay To: The Alternative Daily

4300 US Highway 1, Suite 203-196

Jupiter, FL 33477

Pay To: Upwellness LLC:

Pay To: Upwellness LLC

4300 US Highway 1, Suite 203-208

Jupiter, Florida 33477

3.3 Order Processing & Fulfillment

1. Payment Receipt: Under no circumstances will an order be processed prior to the physical receipt and clearing of the check payment.

2. Order Generation: Once the check is received and the enclosed order details are verified, the order will be officially entered into the system for processing.

3. Customer Communication: If there are any discrepancies, stock issues, or questions regarding the enclosed order details, a representative will reach out to the customer directly only after the check has been received at the facility.

4. CHECK REFUND PROCEDURE

4.1 Eligibility for Check Refunds

We will only process a check refund for a customer if one of the following conditions is met:

1. The customer explicitly confirms that they have deactivated their Original Payment Method (OPM) and requests a check refund.

2. The customer originally paid for the order via a physical check.

4.2 Escalation and Processing

All check refund requests must follow a strict escalation and submission process to ensure correct accounting:

1. Escalation: The refund concern/request must first be raised to Dory.

2. Form Submission: Once raised to Dory, the representative must submit the official Check Refund Form.

   • Form Link: Submit Check Refund Form Here

3. Required Form Details: The following information must be gathered from the customer and inputted into the form accurately:

   • Customer Name

   • Order Number

   • Refund Amount

   • Reason for Refund

   • Phone Number

   • Payment Method (PayPal / Mail Check)

   • Mailing Address for Check / Email

End of Procedure