"Refunds and loyalty rewards: define the adjustment first"
"Source","https://bluefinchadvisors.com/blog/loyalty-rewards-refunds-returns-adjustment-policy"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Order reference","Refund status","Original reward event","Published rule reference","Approved adjustment","Verified reward balance","Missing required fields"
"Order-example-3","Pending review","Earned visit credit","Terms-v1","Not decided","Original balance retained","None"

"Use this worksheet"
"Starting values are fictional examples, not customer records."
"Keep confidential evidence in your approved business systems. Record only a reference here."
"Complete each row from observed evidence. A completed worksheet does not certify legal compliance or provider compatibility."
"Export your CSV to approved storage before leaving this page."

"Sources"
"Stripe: payment-link confirmations, receipts and payment records","https://docs.stripe.com/payment-links/post-payment"
"Stripe: refund requests, pending status and refund records","https://docs.stripe.com/refunds"
"BlueFinch: customer loyalty","https://bluefinchadvisors.com/toolbox/customer-loyalty"