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Explain a bill adjustment so the customer gets it

A clear, friendly message that explains a refund, credit or bill change in plain words, with the numbers laid out so customers can follow them.

Customer service repBeginner5 minAI assistantGmailOutlook
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When to use it

When you've adjusted a customer's bill or issued a refund

Step by step

  1. Note the facts with no personal details

    Write down the original charge, what changed, the new amount and when it will show. Use an account reference, never card or bank details.

  2. Ask for a plain-English explanation

    Paste the facts into your AI assistant.

    Prompt to copyI'm a customer service rep. Write a short, friendly message explaining a bill adjustment to a customer. Facts: original charge [amount and what for], reason for the change [reason], adjustment [refund / credit / new amount], when they'll see it [timing and where], anything they need to do [action or 'nothing']. Lay out the numbers in a small before-and-after list. Keep it under 150 words, apologise once if we made a mistake, and don't promise anything beyond these facts.
  3. Check every number before sending

    Compare each amount and date in the draft with your billing system. If anything doesn't match, fix it yourself rather than asking the AI to guess.

What you get

Original charge: £64.20 (two months of the premium plan). Corrected charge: £32.10 (one month). Refund: £32.10 back to your original payment method within 5 working days. You don't need to do anything.

Tips

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