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Revenue

Refund reconciliation

The process of matching refunds to previous commissions and adjusting balances accordingly.

Definition

Refund reconciliation connects a refund, chargeback or credit note to the original conversion and commission record. It determines whether the affiliate balance should be reduced or clawed back.

B2B SaaS context

SaaS refunds can be partial, delayed or related to invoices after the first payment. Reconciliation prevents a commission ledger from drifting away from net revenue.

Operator note

Use stable payment and refund identifiers, process events idempotently and record both the original commission and the adjustment for finance review.

Turn the definition into operating rules

RefCampaign helps recurring SaaS teams translate attribution, refunds and payout policies into a partner program that can be audited.

See the SaaS affiliate playbook