You can receive notifications for chargeback events associated with your account by setting up alerts in the Portal. A chargeback can occur when a cardholder attempts to retrieve funds from a disputed transaction. To receive notifications about chargebacks, you can set up email alerts or web alerts (also known as webhooks) for your account. This tutorial walks you through the steps required to configure an email or web alert for chargeback events.
Objective
Create a new alert that notifies you when a chargeback associated with your account is created or changes status.
Audience
Partners
Merchants
Environment
Portal (Sandbox)
Portal (Production)
Prerequisites
Notes
You must have a fully boarded Payrix Pro account to perform any of the actions described in this use case guide.
You must have a valid email address to receive email alerts.
You must have a valid URL address on your server (endpoint) to receive web alerts.
Tips
Tip
By default, all custom email and web alerts are disabled. The platform provides a set of default email alerts when a Merchant is boarded to cover critical notifications. To learn more about boarding alerts, see the Enable Merchant Boarding Alerts use case.
Additional Resources
To learn more about the specific chargeback dispute status, see Dispute Management.
To learn more about chargebacks, see What Is a Chargeback?
For more information, see the portal guides for the Email Alerts (Merchant or Partner) and Web Alerts pages (Merchant or Partner).
Read Setting Up Email Alerts for more details about configuring email alert notifications.
Read Setting Up Web Alerts (Webhooks) for more details about the web alert system and setup.
Enable Chargeback Event Alerts
Ensure that you complete all steps in a section to enable that alert type.
Enable Email Alerts for a Chargeback Event
Complete all steps in the following sections to enable email alerts for a chargeback event.
Open the Email Alerts Chargebacks Tab
Click Email Alerts under the Admin category in the left navigation panel to open the Email Alerts page.
Click the Chargebacks tab at the top of the page.
Create a New Email Alert
Locate the chargeback event type on the Chargebacks tab. Choose from the following types:
Chargeback Opened
Chargeback Closed
Chargeback Created
Chargeback Lost
Chargeback Won
Click the switch on the right side of the chargeback event to activate the alert. When not subscribed, the switch will display a minus symbol. When subscribed, the switch will display a check.
Enter the email address of the alert recipient in the email field.
Important!
Email alerts are not sent to a newly provided email address until it is verified. You can verify a new email address by following the instructions in the initial enrollment email sent to the user.
Tip
Use the admin or account manager’s email address to ensure notifications are not missed and that alerts are confidential.
(Optional) Click the Plus icon to add fields for additional recipients and enter their email addresses. Click the Minus icon to remove email recipients.
Click SAVE in the upper-right corner of the section to finish setting up the alert.
Result: The recipients receive an email alert when the specific chargeback event type occurs.
Enable Web Alerts (Webhook Notifications) for a Chargeback Event
Complete all steps in the following sections to enable web alerts for a chargeback event.
Open the Web Alerts Page
Click Web Alerts under the Admin category in the left navigation panel to open the Web Alerts page.
Click ADD ALERT in the upper-right corner of the page to open the Add Alert lightbox on the page.
Name the New Web Alert
Enter the name of the new alert in the Name field in the first section of the Add Alert lightbox.
(Optional) Enter an optional description of the alert in the Description field.
(Optional) Click Advanced Options to enter information about the login ID, Team, partition, or Division associated with the alert.
Tip
You can enter the optional advanced options during any step of the setup process.
Click Next in the lower-right corner of the lightbox to move to the next section.
Attach your Endpoints Receiving the Web Alert
Enter the endpoint in the Endpoint field. The endpoint is the URL address on your server that receives the alert from Payrix Pro.
(Optional) Enter the header name and header value in the open fields under the Endpoint field.
(Optional) Click Add Another Endpoint to add additional endpoints. Click the Trashcan icon to remove an endpoint.
Click Next in the lower-right corner of the lightbox to move to the next section.
Set Chargeback Event Web Alert Triggers (Alert Resources)
Click the Resources dropdown menu to open the list of resources and select Chargebacks from the dropdown menu.
Select the type of event that triggers the alert from the Event dropdown menu. Choose from the following event types:
Chargeback Opened
Chargeback Closed
Chargeback Created
Chargeback Lost
Chargeback Won
(Optional) Enter a name and description in the fields below the Resource and Event fields.
(Optional) Click Add Another Trigger to add additional alert triggers. Remove a trigger by clicking the Trashcan icon to the right of the trigger.
Click Add to finish setting up the new web alert.
Result: The new web alert triggers when the resource and event occur.
Next Steps
After enabling the new alert, review the following use case guides for additional information on related topics:
Enable Invoice Event Alerts: Create an email or web alert that triggers when an invoice is created or updated by you or one of your users.
Enable Transaction Event Alerts: Create an email or web alert that triggers when a transaction status changes.
Enable Merchant Boarding Alerts: Create an email or web alert that triggers when Merchants' boarding status changes.
Enable Disbursement Event Alerts: Create an email or web alert that triggers when withdrawals or negative disbursement events occur or change status.
Enable Subscription Event Alerts: Create an email or web alert that triggers when a Merchant customer's subscription changes status.
Conclusion
After the alert is enabled, it automatically sends a notification when a chargeback event occurs.