Providing Evidence
Overview
During onboarding, Forter needs to understand which types of post-purchase evidence your business can provide in response to chargebacks. This enables Forter to:
- Tailor our recommendation engine to your data availability
- Streamline integration with your OMS, CRM, and returns platform
- Avoid delays when evidence is required for representment
Evidence Availability Checklist
Forter supports a range of post-purchase evidence types, such as:
- Proof of delivery or tracking information
- Refund history
- Order confirmation details
- Customer service interactions
- Usage logs or fulfillment records
Some of these may reside in your:
- Order Management System (OMS)
- Customer Relationship Manager (CRM)
- Returns Platform
- Or other business systems
Let us know which evidence types are available so we can configure your integration accordingly.
What You Need to Do
- Download the Evidence Checklist Worksheet
- Review each evidence type and mark whether it is available to Forter
- Share the completed worksheet with your Forter onboarding contact via email or during a working session
This is a one-time setup. You can update your available evidence list later if systems or data sources change.
What Happens Next
After we receive your checklist, Forter will:
- Update your integration to expect only the evidence types you support
- Configure our internal recommendation engine to delay or suppress disputes if critical evidence is missing
- Guide you through any API, S3, or portal-based workflows to submit evidence when requested
Updated 2 days ago