Keep your analytics accurate by marking disputed transactions as chargebacks.

If your payment processor or financial institution notifies you that a customer has disputed a payment, you can manually mark that transaction as a chargeback in Kartra. This ensures it’s excluded from your net profit analytics.

Important:

Marking a transaction as chargeback in Kartra doesn’t process refunds or interact with your payment gateway. Its purpose is purely to record the chargeback status for reporting. This action cannot be reversed.

Key details

  • Manual update: Chargeback marking doesn’t affect the payment or reverse funds, it only updates your analytics data.
  • Permanent record: The chargeback label remains visible in the Transactions list and reports.Transactions table with a chargeback marking example.
  • Analytics impact: Marked transactions are excluded from net profit calculations.

How to mark chargebacks

To mark a transaction as chargeback:

  1. Go to Sales > Payments > Transactions.
  2. Locate the transaction related to the chargeback.
  3. Click the transaction’s Order ID to access Order details. 
  4. Select Mark as chargeback in Your billing actions.Order details window highlighting the Mark as chargeback option.
  5. Click Process to confirm your action.