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 chargebacks docid\ myt1mtjtj8zhzbrgbnu7l to forter set up one of the supported methods to forward claims and chargeback data to forter processor webhook (recommended) dispute api s3 file upload third party integration (e g , justt) establish processor access docid\ vqaydzbs0xlihczvyy3vr 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 available evidence types docid\ mvteughn30 66tkjfwxtk 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\ v uc4dknimicdtnwrrwmr 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\ umxxmq af0jslozwbwad5 providing forter 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