Refund Policy

Clearfield Forward™ products are downloadable digital products.

Because digital files may be accessed, saved, copied, or printed after delivery, purchases are generally considered final once a product has been delivered, accessed, or downloaded, except where otherwise required by applicable law, stated in this Refund Policy, or handled by the applicable checkout or payment platform.

Customers should review the product description, included file formats, compatibility information, license terms, and applicable policies before completing a purchase.

Digital Product Sales

The Move Forward File™ products are delivered as downloadable digital files.

Each paid Move Forward File™ product includes:

  • An editable DOCX file
  • A User Manual in PDF format
  • A Completed Example in PDF format

Unless otherwise stated on the product page or checkout page, purchases are generally considered final once the product has been delivered, accessed, or downloaded.

Refunds are generally not provided because a customer changed their mind, no longer wants the product, did not review the product description or policies, lacks compatible software or equipment, or expected a result or outcome that Clearfield Forward™ does not guarantee.

This general policy does not limit any rights required by applicable law. Lemon Squeezy currently handles checkout, payment processing, and transaction administration as Merchant of Record and may process or independently issue a refund, reversal, or other adjustment under its own terms, procedures, or legal obligations. Clearfield Forward™ may use a different checkout or payment provider in the future.

File Compatibility

Customers are responsible for confirming before purchase that they have compatible software, apps, and devices capable of opening and using the included DOCX file, User Manual, and Completed Example.

The editable DOCX file requires compatible word-processing software or an app that supports DOCX files. Available editing, formatting, dictation, printing, and saving features may vary by device, operating system, software, app, or subscription.

The User Manual and Completed Example are provided as PDF files and require a compatible PDF reader, browser, or app. Available PDF functions may vary depending on the PDF reader, browser, device, or app used.

Possible Exceptions

Clearfield Forward™ may review a request for a refund, correction, or replacement when the issue involves:

  • A verified duplicate purchase of the same product by the same customer
  • Failure to receive or access the purchased product because of a confirmed delivery-system issue
  • Delivery of an incorrect or incomplete product file
  • A damaged or corrupted original file supplied through the delivery system
  • Another verified purchase or delivery problem that Clearfield Forward™ determines warrants review

Customers may first be offered corrected delivery, renewed download access, or a replacement copy when that reasonably resolves the issue.

Each request is reviewed individually based on the purchase record, delivery information, circumstances, product availability, applicable law, and any checkout or payment-platform procedures. Submission of a request does not guarantee approval of a refund, replacement, or other adjustment.

Lemon Squeezy, as Clearfield Forward™’s current Merchant of Record, may independently process or issue a refund, reversal, or other adjustment under its own terms, procedures, or legal obligations. Clearfield Forward™ may use a different checkout or payment provider in the future.

Replacement Copy Option

A verified purchaser may request renewed access to, or a replacement copy of, the original blank product purchased, subject to successful purchase verification, continued product and file availability, and any applicable checkout or delivery-platform procedures.

A replacement copy includes only the original product files available at the time the request is processed. It does not include a customer’s completed, edited, customized, deleted, damaged, overwritten, misplaced, or previously saved working files.

Clearfield Forward™ does not store customer-completed working files and cannot recover, restore, repair, rebuild, organize, interpret, or review them.

Customers are responsible for retaining their original download, keeping an untouched master copy, and maintaining backups of their own files. Replacement copies and renewed download access are not guaranteed indefinitely.

A replacement request may be declined when the purchase cannot be verified, the product or file is no longer available, or the request conflicts with the Limited Single-User License or other applicable policies.

No Outcome-Based Refunds

Clearfield Forward™ products are documentation and recordkeeping tools. They do not guarantee that a customer will receive a response, correction, approval, reimbursement, payment, settlement, favorable decision, successful claim, resolved dispute, improved business result, legal result, or any other particular outcome.

Refunds are not provided because a company, agency, court, financial institution, service provider, employer, housing provider, customer, vendor, professional, or other third party did not respond or did not take the action the customer wanted.

Refunds are also not provided because a customer did not use or complete the product, entered incomplete or inaccurate information, missed a deadline, lost or damaged their working files, or decided that the product did not produce the result they expected.

Before You Forget Brief

The Clearfield Forward™ Before You Forget Brief is provided at no charge and is not eligible for a refund, credit, reimbursement, cash value, or exchange.

Because no purchase price is paid, difficulty accessing, opening, saving, printing, or using the Brief does not create a refund obligation.

Clearfield Forward™ may update, replace, suspend, limit, or discontinue the Before You Forget Brief at any time. Continued availability, renewed access, replacement copies, technical support, or future updates are not guaranteed unless otherwise stated.

The Before You Forget Brief remains subject to the Terms of Use and Limited Single-User License, including the prohibition against sharing, redistributing, uploading, publishing, selling, or giving away the blank or reusable resource.

How to Request Review

A customer seeking review of a purchase, delivery, file, replacement, or refund issue should email Clearfield Forward™ as soon as reasonably possible after discovering the issue:

office@clearfieldforward.com

  • Purchaser’s name
  • Email address used for the purchase
  • Order or receipt number
  • Product purchased
  • Purchase date
  • A brief description of the issue and the resolution requested

Customers should not send passwords, complete payment-card information, completed working files, client records, or unnecessary sensitive or confidential information.

Clearfield Forward™ may request limited additional information reasonably necessary to verify the purchase, investigate the issue, or coordinate with Lemon Squeezy, Clearfield Forward™’s current Merchant of Record.

Each request will be reviewed individually. Submitting a request does not guarantee a refund, replacement, renewed access, or other adjustment.

Customers may also be required to follow Lemon Squeezy’s applicable procedures. Any approved refund or payment adjustment will be processed according to the applicable Merchant of Record’s terms, procedures, and payment-method requirements. If Clearfield Forward™ uses a different checkout or payment provider in the future, that provider’s procedures may apply instead.

Clear the field. Align the facts. Move forward.