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Reverse a Fee for a Client

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Reverse a Fee for a Client

Submit a request to complete a fee reversal for a client using the Fee Reversal service process.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

When a client asks to reverse a fee on their financial account, you can use the Fee Reversal service process to quickly submit a fee reversal case for review. A manager reviews the fee reversal case details, then selects a fulfillment type and request reason to reverse the fee, escalate the case, or close the case.

Submit a Fee Reversal Request
Use the fee reversal process to reverse fees on client financial accounts.
Review and Complete a Fee Reversal Request
Review a request to reverse a fee on a client’s account. To complete the request, select a fulfillment type and reversal reason.

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