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docedio.com/s/how-to-process-a-refund-k7m2a
How-to guide

How to process a customer refund

Use this guide when a customer requests a refund through the support inbox.

The steps
5 steps
  1. 1

    Log into the admin dashboard with your support account.

  2. 2

    Search for the customer by email in the top search bar.

  3. 3

    Open their most recent order and click 'Issue Refund'.

    4 details · tap to see
  4. 4

    Send the customer a confirmation email.

  5. 5

    Log the refund in the weekly finance spreadsheet.

    2 details · tap to see
The problem

You've tried everything.
Nobody reads the docs.

Because every documentation tool forces the same bad tradeoff: too terse for the new hire, too bloated for the shift lead who just needs step 3.

Wiki soup

Notion and Google Docs let you dump walls of text and scattered screenshots. The doc exists. Nobody reads it.

Step capture with no layout

Tools like Scribe and Tango grab screenshots fast, but you can't control the output. It's flat, one-size-fits-all.

The real problem: A veteran skimming to remember step 3 needs nothing. A new hire on day one needs every screenshot, every popup, every edge case. Every existing tool picks one and abandons the other.

How it works

Two layers. One document.

A clean list of steps on top, with expandable visual walkthroughs tucked behind each one. Everyone gets what they need.

Feature 01

Clean, scannable steps

Every step is a single text block. No walls of text, no clutter. The shift lead who just needs step 3 finds it in seconds.

Steps · 4 total
  1. 1

    Log into the admin dashboard.

  2. 2

    Search for the customer.

  3. 3

    Open their order and issue the refund.

  4. 4

    Send the confirmation email.

Feature 02

Visual modules, tucked inside

Steps that need more depth get a filled blue badge that says tap to see. Click to open a walkthrough with screenshots, captions, and sub-steps for every dialog and edge case.

3

Open their order and issue the refund.

Step 3 — walkthrough
Issue the refund
3aClick the Billing tab at the top of the order page
3bConfirmation popup this action is not reversible
3cSelect the refund reason from the dropdown
3dVerify the green success message before closing
Feature 03

Share with one link

Publish to a clean public URL no login needed to view. Perfect for frontline workers who just need the doc to load on their phone.

Your guide is live!
docedio.com/s/how-to-process-a-refund-k7m2a
PublishedAnyone with the link can view

No login required. Works on every device. Same URL even if you make edits later.

Start with SOPs. End up with your knowledge base.

Teams sign up for one thing better SOPs and keep coming back. Onboarding guides, runbooks, policies, FAQs, product docs. Everything your team needs to know, in one place, finally written like humans will actually read it.

Pricing

Start free. Upgrade when you grow.

Every feature is free today. Paid plans roll out soon.

Free

Available now
$0forever

Everything you need to document your first process.

  • Up to 5 guides
  • Visual modules with screenshots
  • Public shareable links
  • Single user
  • Basic support
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Team

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$29/ month

For small teams that share documentation.

  • Unlimited guides
  • Up to 10 users
  • Remove Docedio branding
  • Custom colors and logo
  • Progress tracking

Business

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$79/ month

For organizations making documentation official.

  • Everything in Team
  • Unlimited users
  • Custom domain (docs.yourco.com)
  • Approval workflows
  • Version history
  • Priority support

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Docedio - Documentation that actually gets read