You're giving the money back.
Hi [name],
I've refunded [amount] to the [card ending in 1234 / original payment method]. Banks usually take [number] business days to show it, depending on your bank.
Here's the receipt for your records: [link].
[your name]
Policy says no. Say so plainly, explain why once, and offer what you can do.
Hi [name],
I looked into this carefully. I can't refund [the charge] because [the reason in one sentence, e.g. the plan renewed 45 days ago and refunds cover the first 30].
What I can do is [alternative: cancel so you're not charged again / move you to a cheaper plan / give a credit of X]. Just reply with which you'd prefer and I'll set it up today.
[your name]
A duplicate charge. Act first, explain second.
Hi [name],
You were charged twice on [date], and that shouldn't have happened. I've refunded the extra [amount] to your [card ending in 1234]. It should show within [number] business days.
I've also [checked your account / flagged it to our billing team] so it won't happen again next month.
[your name]
A card was declined and the account is at risk.
Hi [name],
Your last payment for [product] didn't go through, most often because a card expired or was replaced.
You can update your card here: [link]. Nothing on your account changes before [date], so there's time.
If you meant to cancel, no action is needed and I can confirm it for you.
[your name]
The customer sees a higher bill than they expected.
Hi [name],
I've checked your last [two] invoices. The difference is [the cause, e.g. two new seats added on the 12th / usage over the included amount].
Here's the breakdown:
- [line item]: [amount]
- [line item]: [amount]
If that's not what you expected, I can [remove the seats / set a usage limit / walk you through it on a call].
[your name]
The customer needs a copy for their accounts team.
Hi [name],
Here's the [invoice / receipt] for [period or order number]: [link or attached].
It's made out to [company name and address on file]. If any of those details need to change, send me the correct ones and I'll [reissue it / update it for future invoices].
[your name]
A customer wants a new card, billing email or company name on their invoices.
Hi [name],
You can update [the card / billing email / company name] yourself under [Settings, Billing]. Changes apply from your next invoice [and past invoices stay as issued].
If you'd like me to reissue a past invoice with the new details, tell me which one and I will.
[your name]