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Overview
If you realise that you have overpaid (or made a duplicate or extra payment) for AdviserLogic, you can request a refund.
How to Raise the Request
Refund requests can be submitted by Practice Champions directly through the Help Centre.
Select Invoice Query - Request Form from Create a ticket
Select the Other option from the drop-down under Type of Invoice Query
Enter the transaction details, including the amount you are requesting to be refunded.
Once details are entered, select the Create Ticket button to submit the request.
Verification and Refund Process
Once the request is received, the support team will verify the details and initiate the refund process. After the refund is processed and verified by the relevant team, the support team will update you about the refund status over the same ticket.
📌 Note
Only the Practice Champion can submit a ticket to request the creation of an Auditor login and can track the progress of the request through the Help Centre.
The Practice Champion can also email us at [email protected] with the transaction details
If other staff members need to submit a request or follow up on its status, they can do so by emailing [email protected] and copying in the Practice Champion.
💡Tip
You can also choose to have the extra payment applied as an adjustment to your next month’s billing, which is usually quicker than processing a refund. If you would like to use this option, please include it in your ticket request or email request.