Chargeback/Refund/Void

The Chargeback/Refund/Void report provides a breakdown of account deductions due to chargebacks, refunds, and voids and a total of those amounts for the selected timeframe.

By breaking down the report by billing method or country, you can determine if accepting payments from specific regions or payment methods results in excessive chargebacks or refunds.

1. Access the Admin Portal.

2. Select Reports.

3. Select the Chargeback/Refund/Void report.

4. Click Open Report.

Chargeback/Refund/Void report

5. Use the Start date and End date fields to set a date range for the report.

6. The Payment Methods dropdown has three options:

  • All. Look at both Credit Cards and Checks transactions.
  • Credit Cards. Credit Cards transactions only.
  • Checks. Checks transactions only.

7. Set the Include Rebills option to Yes or No to include or exclude rebill transactions from the report.

8. Click View Report.

Chargeback/Refund/Void report time range.

9. The Breakdown by section enables you to breakdown the Chargeback/Refund/Void data by:

  • Subaccount. Data is displayed based on the subaccount number the transactions took place on.
  • Date. Data is presented based on the date the transactions took place on.
  • Origin. Shows if the transactions were Domestic (within the US) or Foreign.
  • Country. Breaks data down based on the countries the transactions originate from.
Chargeback/Refund/Void report breakdown by section.
  • State. Displays data based on the state the transactions originate from.
  • Payment Method. The data is displayed based on the payment method (Credit Card or Check).
  • Card Type. Shows data by type of Credit Card.

By clicking the underlined number counts within the columns, merchants can break down that count into a transaction-level report. These detailed reports contain individual Subscription IDs merchants can click and access to review subscription details.

10. The report data is divided into 6 columns:

  • Chargeback/Returned Checks #. The number of chargebacks and returned checks and the total chargeback/returned amount (USD)
  • Percent of Total Sale & Percent of Total Count. The percentage of chargebacks/returned checks compared to total sales (in USD) and the rate of chargebacks/returned checks in the total count (number of sales).
  • Refunds #. The number of refunds and the total refunded amount (USD).
Chargeback/Refund/Void report columns.
  • Percent of Total Sale & Percent of Total Count. The percentage of refunds compared to total sales (in USD) and the portion of refunds in the total count (number of sales).
  • Voids #. The number of voids and the total voided amount (USD)
  • Percent of Total Sale & Percent of Total Count. The percentage of voids compared to total sales (in USD) and the share of voids in the total count (number of sales).