Initial Setup

before using forter’s chargeback recovery solution, merchants must complete a one time setup process these steps ensure forter can receive claims, prepare dispute packages, and submit them effectively on your behalf forward claims docid 5kkwey2 hql41jnvgvxvg to forter set up one of the supported methods to forward claims and chargeback data to forter processor webhook (recommended) dispute api sftp s3 csv file upload establish processor access docid\ ykpmgxfec3paysxjpocu6 allow forter to submit representments to your payment processor when applicable this typically involves configuring user roles or api keys whitelisting forter credentials enabling submission permissions in your psp or acquiring platform provide available evidence types docid\ xvtelaxl 1gnwewtst71s types of post purchase evidence your business can provide in response to chargebacks proof of delivery or tracking information refund history order confirmation details customer service interactions usage logs or fulfillment records upload static evidence docid wdhgab 6nzvkntvesue8 general pieces of evidence to be reused across all your disputes, such as checkout experience screenshots terms & conditions (t\&cs) return policy refund/cancellation policy subscription terms (if applicable) these policies help support service related chargebacks and reduce representment friction product/service descriptions logos or brand identity files these are stored securely and reused automatically when relevant select business policies docid\ rbwgp7lnnlsm8s01zn2zf providing forter with your business strategy so we can tailor our recommendations and dispute flows to your business needs, such as evidence types you can provide manual vs automatic dispute submissions minimum threshold for claim amounts to be disputed minimum claim amounts threshold for additional evidence to be provided (optional) automate evidence request and collection once chargebacks are ingested into forter, our recommendation engine will suggest additional evidence to add to your dispute to bolster your win rate for an automated flow, forter enables a call and response workflow forter → merchant forter sends a notification to customers of recommended evidence to upload ( request for evidence webhook docid\ denydo2ziccbmu4pqxawr ) merchant → forter customers provide compelling evidence to forter ( evidence api docid 5611grp2jzmvy5reawndf )