Disputes - Revision history

Lawrence: /* Stripe Disputes */

2024-03-19T13:41:01Z

‎Stripe Disputes

Lawrence at 13:39, 19 March 2024

2024-03-19T13:39:25Z

SarahK at 15:30, 6 March 2024

2024-03-06T15:30:36Z

SarahK at 16:57, 7 February 2024

2024-02-07T16:57:26Z

SarahK: /* PayPal Disputes */

2023-12-06T20:45:40Z

‎PayPal Disputes

SarahK at 20:45, 6 December 2023

2023-12-06T20:45:23Z

SarahK: /* Responding to Disputes */

2023-10-24T13:44:33Z

‎Responding to Disputes

SarahK at 19:15, 14 April 2022

2022-04-14T19:15:24Z

SarahK at 21:48, 1 March 2022

2022-03-01T21:48:41Z

SarahK at 16:44, 15 October 2021

2021-10-15T16:44:56Z

@@ Line 36: / Line 36: @@
 === Stripe Disputes ===
 The Stripe integration provides full features for managing disputes. Among other features, Stripe allows you to submit evidence directly through the WHMCS interface. Currently, other payment gateways do '''not''' support direct submission from within WHMCS. Before you submit a dispute, make certain that all of the displayed information is correct and that you have submitted all of your relevant evidence.
@@ Line 46: / Line 50: @@
 When you have finished adding evidence and are ready to submit your response to the dispute, click '''Submit Dispute'''.
-−
 === PayPal Disputes ===

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 You can access this feature at '''Billing > Disputes'''.
-WHMCS 8.3 added support for disputes for Stripe and PayPal® Checkout transactions.
+WHMCS 8.3 added support for disputes for Stripe (credit card only) and PayPal® Checkout transactions.
 == The Dispute Process ==

@@ Line 26: / Line 26: @@
 == Responding to Disputes ==
-The list of disputes displays all current disputes for supported payment gateways (currently, [[Stripe]], [[PayPal Checkout]], [[PayPal Payments]], and [[PayPal Card Payments]]).
+WHMCS 8.3 added support for disputes for Stripe and PayPal® Checkout transactions. WHMCS 8.9 and later also include dispute support for [[PayPal Payments]] and [[PayPal Card Payments]].
 To view details for a dispute, click on the view icon in the far-right column for that dispute. The displayed details for a dispute vary based on the payment gateway. They often include the dispute reason, dispute and transaction IDs, status, submitted evidence, and information about the customer and the actions taken during the dispute process.

@@ Line 1: / Line 1: @@
 Disputes occur when a customer contests the charges you collect from their card issuer. Disputes can include chargebacks, inquiries, or retrievals, as well as other items, depending on the payment gateway you use. In WHMCS, you can update evidence and submit and close disputes.
-−
 You can access this feature at '''Billing > Disputes'''.
-−
 WHMCS 8.3 added support for disputes for Stripe and PayPal® Checkout transactions.
-−
 == The Dispute Process ==
-−
 Each card issuer or payment gateway handles disputes differently. For most card issuers and payment gateways, however, disputes follow the same general process:
-−
 # The customer submits the dispute to the card issuer or payment gateway.
 # The card issuer or payment gateway notifies you of the dispute.
 # In some scenarios, the card issuer or payment gateway will place a hold on the related funds.
 # You can choose to provide evidence of the charge's validity, accept the dispute, or refund the payment.
-−
 Depending on the card issuer or payment gateway, some disputes may incur a fee.
-−
 == Dispute-Related Permissions ==
-−
 To work with disputes, admins must have the appropriate permissions, which the ''Full Administrator'' role includes by default:
-−
 * '''List Disputes''' — View the list of disputes.
 * '''Manage Disputes''' — Submit evidence for, view evidence for, and manage the dispute.
 * '''Close Disputes''' — Close disputes immediately.
-−
 == Responding to Disputes ==
-−
-The list of disputes displays all current disputes for supported payment gateways (currently, Stripe and PayPal).
+The list of disputes displays all current disputes for supported payment gateways (currently, [[Stripe]], [[PayPal Checkout]], [[PayPal Payments]], and [[PayPal Card Payments]]).
-−
 To view details for a dispute, click on the view icon in the far-right column for that dispute. The displayed details for a dispute vary based on the payment gateway. They often include the dispute reason, dispute and transaction IDs, status, submitted evidence, and information about the customer and the actions taken during the dispute process.
-−
 <div class="docs-alert-warning">
 <span class="title">Submitting Disputes</span><br />
 Each payment gateway handles submitting evidence and disputes differently. Submitting a dispute is final.
 </div>
-−
 === Stripe Disputes ===
-−
 The Stripe integration provides full features for managing disputes. Among other features, Stripe allows you to submit evidence directly through the WHMCS interface. Currently, other payment gateways do '''not''' support direct submission from within WHMCS. Before you submit a dispute, make certain that all of the displayed information is correct and that you have submitted all of your relevant evidence.
-−
 To submit evidence for a dispute:
-−
 # Under '''Submit Evidence''', choose one or more types of evidence from the '''Choose Evidence to Submit''' menu. Additional form fields will appear.
 # Enter the evidence or upload files for each of the evidence types you selected.
 # Click '''Update Evidence'''.
-−
 When you have finished adding evidence and are ready to submit your response to the dispute, click '''Submit Dispute'''.
-=== PayPal Checkout Disputes ===
+=== Closing a Dispute ===
 When you close a dispute, it is immediately accepted and lost. This action is final.
-−
 When you do this, WHMCS will immediately relay this to the payment gateway, which will submit a full refund to the customer. WHMCS does '''not''' issue the refund itself. If you use a payment gateway that supports payment reversals, WHMCS must wait until your payment gateway notifies WHMCS, after which WHMCS will automatically return the payment.
-−
 <div class="docs-alert-warning">
 <span class="title">Payment Reversals</span><br />
 Whether WHMCS can reverse the payment depends on [[Payment_Reversals#What_does_it_do.3F|whether the payment gateway supports payment reversals]] and your current [[Automation Settings|settings]]. Currently, PayPal supports payment reversals but Stripe does not.
 </div>
-−
 To close a dispute, click '''Close Dispute''' at the bottom of the page.

@@ Line 47: / Line 47: @@
 When you have finished adding evidence and are ready to submit your response to the dispute, click '''Submit Dispute'''.
-=== PayPal Disputes ===
+=== PayPal Checkout Disputes ===
-−
-The PayPal integration does '''not''' allow you to submit evidence directly from within WHMCS. Instead, to submit evidence or submit the dispute, click '''Manage Dispute'''. WHMCS will direct you to PayPal, which will guide you through the evidence and submission process.
+PayPal Checkout does '''not''' allow you to submit evidence directly from within WHMCS. Instead, to submit evidence or submit the dispute, click '''Manage Dispute'''. WHMCS will direct you to PayPal, which will guide you through the evidence and submission process.
-−
 === Closing a Dispute ===