Clearly state the decision regarding the refund. Include the Case Number, Court Transaction ID, Case Name, One Legal order number, the amount, and the reason for requesting refund.Enter notes on the billing system invoice stating the reason for change of insurance and refund. G. Credit Card Refunds (need form). 1. In this article, we'll show you how to write a refund request letter template that not only grabs attention but also persuades companies to act in your favor. This brief but important letter notifies a customer that he or she has overpaid you. It can serve as a very good customer relations letter.