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 ClaimsForward Claims 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 AccessEstablish Processor Access
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 TypesProvide Available Evidence Types
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 EvidenceUpload Static Evidence
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 PoliciesSelect Business Policies
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 WebhookRequest for Evidence Webhook)
- Merchant → Forter: Customers provide compelling evidence to Forter (Evidence APIEvidence API)