"Answer the rewards-card question without arguing with customers"
"Source","https://bluefinchadvisors.com/blog/dual-pricing-customer-rewards-card-conversation"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Where the question arose","Question category","Estimate version checked","Approved response used","Required process correction","Review owner and date","Missing required fields"
"Before booking","Old template","Prior version found","Current prices explained","Replace estimate template","Owner review Friday","None"

"Use this worksheet"
"Record actual evidence or mark the item unresolved."
"Keep private payment and customer details in the approved business system."
"Use the processor's written program instructions before changing a live transaction."

"Sources"
"Visa: surcharging and cash-discount distinctions","https://usa.visa.com/dam/VCOM/global/support-legal/documents/merchant-surcharging-qa-for-web.pdf"
"IRS: business recordkeeping","https://www.irs.gov/businesses/small-businesses-self-employed/recordkeeping"
"BlueFinch: Savings Audit methodology","https://bluefinchadvisors.com/tools/small-business-savings-audit"