The Stripe Payments and Disputes Report is a crucial tool for businesses using Stripe to manage and monitor their payment processing and dispute activity. This report offers a comprehensive overview of all payment transactions and includes detailed information on any disputes or chargebacks that may have occurred.
Things to know:
- The Payments and Disputes Report is entirely generated and managed by Stripe. MyTime acts as a platform to display these reports, but it doesn't control or modify the content of the report.
- This report is only visible to businesses that have an active Stripe payment account integrated with MyTime. If your business is using another payment processor, the report won’t be available.
- The visibility and access to this report within MyTime are governed by the "Accessing Payments & Disputes Report" access control.
- The report will include processed payments from both open and closed tickets. Unsettled payments will not be included in the report.
Content:
- All Transactions Tab
- Disputed Transactions Tab
- Respond to Disputed Charges
- Filtering the Report
- Exporting the Report
To access this report:
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Navigate to Dashboard
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Select the Reports tab
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Under the Company section, select the "Stripe Payments & Disputes" report
When the report opens, you can filter by a specific child account (visible only at the parent level) and/or location, and then click on the UPDATE button to generate the data you are looking for. Once generated, you can view 'All" or "Disputed" only transactions. To the right, you can export the data or filter the report by the transaction's amount or date.
All Transactions Tab
Report Columns
Column | Description |
Date | The date the transaction charge was taken |
Status | The transaction status may be successful, refunded, partially refunded, or disputed. |
From | The email address of the client that is associated with the transaction |
Amount | The disputed transaction amount |
Disputed Transactions Tab
Report Columns
Column | Description |
Respond By | The date the dispute should be responded to |
Disputed On | The date by which the dispute must be responded to |
Status | The status of the dispute |
Reason | The reason for the dispute |
From | The email address of the client that is associated with the dispute |
Amount | The disputed transaction amount |
Respond to Disputed Charges
You can manage client disputes by either countering or accepting them using this report. To take action on a dispute, you can:
- Click the Disputes tab
- Identify the disputed charge you want to address, then click on the 'Action Required' status
- A modal will appear displaying the dispute details. Here, you can:
- Dispute details: You can view the specifics of the disputed charge and click on the dispute reason or network reason code to be redirected to Stripe for an explanation of the status. Here you can also resolve the dispute by countering or accepting the disputed charges.
- A step-by-step guide is included to provide additional support in resolving the disputed charge
- Payment Details: Here you can see additional information about the payment that was disputed, such as the status, date received, amount, amount disputed, processing fee, and the net amount.
- Payment Method Details: Here you can see additional information about the payment method used, such as the card details and the address
- Timeline: Here you can see actions and progress of the disputed charge
- Dispute details: You can view the specifics of the disputed charge and click on the dispute reason or network reason code to be redirected to Stripe for an explanation of the status. Here you can also resolve the dispute by countering or accepting the disputed charges.
Content:
Counter Disputes
You can counter a disputed charge using this simple 3-step process:
- Click the 'Counter Dispute' button
- The 'Counter a dispute' modal will open. The first step is for you to add details about the dispute. Click 'Next'
- Step 2 is to add the client's information, such as the name, email address, and physical address. Click 'Next'
- The final step is to add supporting evidence to conclude why you should win this dispute. Here you can click the 'Green Box' to upload your files. Click 'Preview'
- Preview your application and then click 'Submit' ]
- Once submitted, the disputed status will be changed to 'Reviewing'
Accept Dispute
- Click the 'Accept Dispute' button
- Click "Accept dispute"
- A successful modal will appear
- Once closed, the disputed status will be changed to "Lost"
Filtering the Report
- From the report, click the "Filters" button
- Additional options will be displayed, allowing you to choose whether to filter the report by amount or date:
- Amount: Selecting the 'Amount' option will display two additional fields. Here, you can choose your preferred condition: 'is equal to,' 'is between,' 'is greater than,' or 'is less than', and then enter the corresponding amount in the field below
- Date: Selecting the 'Date' option will reveal two additional fields. You can then choose your preferred condition from options such as 'is in the last,' 'is equal to,' 'is between,' 'is after,' 'is on or after,' 'is before,' or 'is before or on,' and enter the number of days or months accordingly
- Click 'Done'
- The report will then be automatically updated to display the date for the filters selected
Exporting the Report
- From the report, click the 'Export" button
- The 'Export Payment' modal will appear, allowing you to filter the date range for the export. A list of the columns that will be included in the export is displayed at the bottom
- Click the "Export" button
- The report will be exported and downloaded to your device and a confirmation pop-up will be displayed
- Click the "Close" button
For more information contact us at support@mytime.com or (385) 233-6964.