Insights, templates & playbooks
Expert guidance, templates, and strategies to improve chargeback outcomes and dispute operations.
Latest articles
Showing 9 of 10 resources
ArticleHow to Fight Chargebacks: Step-by-Step
A merchant-executable playbook: read the reason code, build the right evidence, write a rebuttal that answers the actual claim, and submit through Shopify Admin before the deadline disappears.
10 min readJun 11, 2026Read more
ArticleChargeback Representment: Merchant Playbook
Representment isn't just submitting evidence — it's building a case the issuer can rule on in under two minutes. Here's the operational sequence, decision points, and copy that wins.
12 min readJun 10, 2026Read more
ArticleCrafting Shopify Refund Policies to Minimize Chargebacks
How to write Shopify refund policies that hold up in representment — what issuers actually read, which screenshots matter, and how to build a complete evidence package.
9 min readMay 9, 2026Read more
ArticleReduce Shopify Chargebacks Without Adding Friction at Checkout
Most chargeback prevention advice adds checkout friction that kills conversion. This playbook covers what actually works: policy clarity, post-purchase communication, and targeted fraud review.
8 min readMay 31, 2026Read more
Pillar pageShopify Dispute Prevention: Build the System That Stops Chargebacks Before They File
Most chargebacks are preventable. This is the operational system — policies, checkout, fulfillment, and post-purchase messaging — that stops them before they reach your dispute queue.
11 min readJun 1, 2026Read more
ChecklistChargeback Prevention Checklist for New Shopify Stores: Before You Run Paid Traffic
Before paid traffic scales, these are the configurations, policies, and fulfillment controls new Shopify merchants need in place — or the dispute queue fills fast.
7 min readJun 1, 2026Read more- Article
ODR Submission Failures: Where Shopify Dispute Cases Die Before the Issuer Reads Anything
Most ODR losses aren't evidence failures — they're formatting, timing, and file-structure failures. Here's where the process breaks before an issuer evaluates a single document.
8 min readJun 1, 2026Read more 
Pillar pageChargeback Response Playbook: What to Check Before You Submit
Most chargeback losses happen before the issuer ever evaluates the evidence. Here's the operational sequence that keeps cases fightable.
10 min readJun 1, 2026Read more
Policy updateCard Network Policy Shifts: CE 3.0, Mastercard's Dispute Revisions, and What Shopify Payments Changed
Visa CE 3.0, Mastercard's dispute rule updates, and Shopify Payments policy changes have quietly moved the goalposts on evidence requirements. Here's what changed, when, and what it costs you to miss.
9 min readJun 1, 2026Read more
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