Issuing a Chargeback

Issuing a Chargeback  

Purpose:

The purpose of this walkthrough is to help you make a chargeback.

Pre Requisites:

• Customer

• orders

• Reason for the chargeback

Easily process chargebacks with this walkthrough 

• Who can process a chargeback? 

  • Customer service role

  • Admin role

  • Sales manager role

  • Super admin role 

• On the left side menu click Orders and then click the order #.

Open

• This screen will appear with all order and customer information.

Open

• Click the three dots in the right lower corner and click chargeback:

• Once you click chargeback you will be brought to this screen:

• You have to provide a reason for the chargeback:

• Input the reason for the chargeback- if you choose Other you can add a short description

• Once you have input the reason, click save

• If all information looks correct, click chargeback. This will begin the chargeback process within the system. 

• Here you can see that now the chargeback is open within the system with the reason listed in in the red section.  

• You can also see the order here on the order screen:

• A chargeback can take a few months depending on what the customer's banking institution policy is, there is no set time amount. 

Checklist:

• Customer

• orders

• Reason for the chargeback