This guide provides administrators of StatStak Labs with a comprehensive step-by-step process to manage user credits and process refunds. The instructions detail how to access user accounts, adjust credit balances, and execute refunds, ensuring transparent and efficient financial interactions. Administrators can navigate through user profiles to manage financial transactions and maintain precise records for auditing purposes.
Step-by-Step Guide:
1. Accessing Users:
Navigate to the StatStak Labs administration portal and log in. Click on the 'Users' tab in the administration navigation menu to manage individual user accounts.
2. Locate the User:
Ensure the 'Users' tab is active to view a list of user accounts. Use the search bar at the top to locate a user by their first name, last name, or associated email address.
3. Access User Profile:
Click on the user’s name to open their individual profile. This will provide a detailed view of their account where adjustments can be made.
4. Navigating to Payment Adjustments:
Inside the user’s profile, click on the 'Payments' tab. This section provides a financial overview of the user, showing past payments and credit details.
5. Adjusting Credits or Refunds:
In the 'Payment info' section under the 'Payments' tab, find the 'Credits' area to adjust the number of credits available to the user.
6. Save the Credit Changes:
After altering the number of credits in the user's account, make sure to click on the blue icon next to the 'Credits' section to confirm your changes.
7. Initiate Refund Process:
In the 'Past payments' section, click on the three dots (menu icon) next to the payment entry you wish to refund.
8. Choose to Create a Refund:
Scroll down in the payment details to find the 'Create refund' option and click on it to access refund details.
9. Enter Refund Details:
Modify the refund options by selecting the type of refund, entering the refund amount, and providing a reason for the refund.
10. Complete the Refund:
Review the entered details to ensure accuracy. Click on 'Execute refund' to finalize the process. The user will be notified of the refund via their associated payment method.
11. Confirmation Message:
After successfully executing the refund, a confirmation pop-up message will appear. The user should expect to receive an SMS notification shortly. Click 'Continue' to proceed with other tasks or review the adjustments made.
The steps outlined provide a clear and structured approach to managing user finances on the StatStak Labs platform. From accessing user accounts to completing refunds, the guide ensures administrators are well-equipped to handle financial adjustments with ease. This systematic approach ensures a consistent and reliable experience within the StatStak Labs platform.
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