Prove the transaction
Keep receipts, order confirmations, payment records and the product or service description.
Refunds
A refund file should show what you bought, the terms that applied, what went wrong, what you asked the seller to do, what response you received and the amount still in dispute.
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Keep receipts, order confirmations, payment records and the product or service description.
Preserve the return, cancellation, delivery or subscription terms relevant to the transaction.
Keep support tickets, emails, chats and dated call notes. Record any promised follow-up.
Separate the original amount, partial credits, fees and the remaining amount you are asking to be addressed.
Tool
Create a transaction summary and evidence list.
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Organize a merchant or payment dispute file.
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Keep calls and messages in date order.
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