General Guidelines

General Guidelines

For all of the products and services that you are selling, be sure to provide:

  1. A description
  2. Pricing
  3. Any additional details needed to convey an appropriate customer expectation for the product or service

This information could be shared on a webpage, the customer receipt, or the contract signed by the customer.

If a customer requests to cancel a subscription prior to the new billing period, have a process or steps to ensure that the customer will not be billed for subsequent months.

After the transaction has been completed, send the customer a follow-up email informing them of transaction details as well as what they will see on their statement.


Was this article helpful?
3 out of 11 found this helpful