As a merchant, your customer may want to verify the refund credits reflecting on their UPS® and FedEx® invoices. The intent of this article is to outline the steps to verify refund credits secured by the audit and recovery service on your customers’ carrier invoices.
How to verify refund credits from AAR
During the process of audit and recovery, refunds are first credited to customers’ UPS® and FedEx® invoices. Once the credits have been applied to a carrier invoice, the merchant invoices for a split of the refund secured.
- Login to the admin account
- Tap Users on the left sidebar
- Search for the intended user
- Tap Login As User
- Select Shipment Details from the left sidebar
- Select the hyperlinked Tracking Number
- Go to the audit and recovery activity card (example below) to view time-stamped activity on a specific shipment
Audit and recovery activity
| Timestamp | Event | Status | Comments |
|---|---|---|---|
| 12/03/2018 09:23 AM | Invoice created for service | Success | Invoice #123456 |
| 11/28/2018 07:20 AM | Dispute | Credited | GRD SERVICE FAILURE , Amount: 8.15 |
| 11/22/2018 07:37 PM | Dispute | Submitted | |
| 11/22/2018 05:15 PM | Shipment Late | Eligible |
Important info
The audit and recovery activity card details the type of service failure, the refund amount secured, when a dispute was submitted, when a dispute was credited and when an invoice was generated for the service.
How to download an invoice refund credit report as an admin
- Login to the admin account
- Tap Users on the left sidebar
- Search for the intended user
- Tap Login As User
- Tap on Reports in the left-side column
- Select Refund Credits Report
- Select the Shipping Account and Date Range from the drop-down menu
- Select Download Report
Next steps
- Schedule the report to be emailed to the customer or yourself using the Schedule email Reports card on the
- Reporting Dashboard
- page.
Schedule the report to be emailed to the customer or yourself using the Schedule email Reports card on the
page.
