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August 2024
Handling The UPS Store® Customer Claims with Docyt
Easily manage UPS Store® customer claims with Docyt. Our guide simplifies the refund and reimbursement process for efficient claims handling
As a UPS Store® owner, when a customer files a refund claim for a shipping service you've provided, you initially refund the customer. Then, you get reimbursed for the claim by The UPS Store® insurance. To streamline these claim payments using Docyt, follow these steps:
This feature is available with select Docyt plans. Not included in the Starter Plan.
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Upload Customer Claims Document: When a claim is initiated, you have two options to upload the customer claims document into Docyt:
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Direct Upload: Navigate to the Accounts Payable section in Docyt and directly upload the document.
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Email Submission: Send the document to your unique Accounts Payable email ID provided by Docyt.
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- Categorize the Document: Ensure that the document is categorized as "UPS Claims Payable". Proper categorization is crucial for accurate record-keeping. Rest assured, your Docyt Account Manager will assist with this task.
- Reimburse the Customer: Issue payment to the customer via a Docyt check.
- Process the Reimbursement Check: Upon receiving the reimbursement check from UPS Corporate, snap a photo of the check and upload it into the Business Mailroom in Docyt.
- With Docyt, managing customer claims can become an efficient and reliable process, freeing up your time to focus on what matters most - running your UPS Store®.
Pro Tip:
If you need to withdraw a non-expense check, send an email to your Business mailroom. Here's an example of how you can phrase these emails:
"I have processed a payroll check for $560.88 on 12/6/2021. The check number is 4321."
"Samantha has made an Owner's withdrawal for $5000.00 on 12/10/2021. The check number is 4567."