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 docid\ xlw7o8wjny fi3anpuyoq 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 docid\ pvqyfe1xqa39v9btdaq p 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 docid\ qpr3m0ujg7hpgsdu6bai1 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 docid\ mzucfc9uqm2qg1bauowmw 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 docid\ jb84kk6qem2yu2nfyfffj 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 ( docid\ xiehzyuo nh2g726x8gje ) merchant → forter customers provide compelling evidence to forter ( docid\ fb4k qqn2e pqsageqivy )