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Select your starting point from the following options:
- To create a new Chargeback, click the + New button and select Chargeback.
- To edit an existing Chargeback, select the relevant existing Chargeback from Billing > Chargebacks and click Edit. Note: When filtering for specific accounts, use at least one key field (blue background) such as the dates fields.
- Define the Chargeback fields as needed. Refer to the tables below for guidance regarding the fields.
- When you’re done, click Save or Update.
- Chargeback Details Pane
This pane lists specific information about a selected Chargeback, including Chargeback details, information about the primary Transaction against which the Chargeback applies, and associated Transactions, if any. - Chargeback History Pane
Lists transaction disposition history, i.e. the status of payments activity of the disputed transaction. - Chargeback Account Pane
Customer Account information for the disputed transaction and chargeback. You can drill down to the details of this customer by clicking on the Customer ID. - Chargeback Subscription Pane
The recurring subscription responsible for generating the disputed Transaction and Chargeback. If a One-time purchase generated the transaction, this pane will not appear. - Chargeback Refunds Pane
Refunds provide a way to reverse a charge, returning money to the customer. A refund can only be executed against an existing, successfully captured transaction. The pane lists all of the refunds issued for the disputed Transaction up to the total Transaction amount. - Custom Data
Custom data lets you store merchant-specific data to Products, Rate Plans, Billing Plans, Season Sets, Subscriptions, Accounts, and Payment Methods as a pair of matched text strings, called name-value pairs. These name-value pairs can help you categorize and sort aspects of your objects. Use Name to define a category, and Value to define a specific item in that category. For example, you could use name-value pairs to track your sales teams. Define a name-value pair with Office as the Name and the city in which the office is located as the Value.

