The dispute and refund summary report displays an itemized list by merchant of all transactions submitted for review. Refunds and chargebacks are managed by Billfold on behalf of organizers.
The dashboard automatically collects evidence supporting a transaction's legitimacy and submits it on behalf of the organizer. Billfold's Client Success team also monitors this report and helps gather additional evidence for larger disputed transactions.
Organizers can track the status of all disputes filed against their payment accounts, with the current status shown at the top of the report list. Note: All refunds are processed through Billfold’s merchant account and deducted from the organizer's chargeback and refund deposit.
Organizers can review these deposits by accessing the deposit report within the organizer dashboard.
To generate a Refund & Dispute Report, go to the "Reports Tab" via the left-side menu and select "Dispute & Refund Summary" from the report picker at the top of the page.
Use the filters at the top of the summary page to select your business as the merchant.
The Event and Revenue Center filters can help locate specific chargeback disputes. The report can be exported in PDF, XLSX, or CSV format using the "Export" button located above the report data.
Reading the report
Chargeback Deposit | The temporary hold of a percentage of processed revenue to cover chargeback disputes, as well as refunds |
Open | The amount of chargebacks that have yet to be settled |
Disputed | Represents all chargebacks currently under review by the processor |
Lost | The dollar amount of lost disputes |
Expired | The dollar amount of disputes that were not countered before the expiry date |
Won | The dollar amount of disputes that were not countered before the expiry date |
Count | The total number of disputed transactions |
Total Dispute Fee | Includes the fees charged by processors and banks for all chargebacks |
Refunded Amount | The total dollar amount of transactions refunded by the event organizer |
Balance | the chargeback deposit minus refunds, lost disputes, and fees |