Overview
If you use Elavon for processing payments, you can view chargeback records in Payments Insider. Payments Insider is the customer portal for Elavon.
Who uses this feature
Administrators
Account configuration is required. Please contact Technical Support for details.
All business types
View the chargeback report in Payments Insider
For instructions on how to set up and view your chargeback report in Payments Insider, visit the Payments Insider support center. If you need help accessing the portal, reach out to fintechsupport@servicetitan.com.
Locate the associated invoice in ServiceTitan
When responding to a chargeback in Payments Insider, you can upload the associated invoice to provide details of the transaction being disputed.
To locate the invoice associated with a chargeback in ServiceTitan:
Follow the steps mentioned in How to View and Respond to Chargeback Disputes in Payments Insider.
Locate and click on the chargeback you want to dispute.
On the details screen, locate and make a note of the transaction authorization code.
In ServiceTitan, go to the navigation bar and click Search
.Click the Search dropdown and select Payment.
On the Authorization Code field, enter the authorization code found on the chargeback details.
When finished, click Search
.Find and click the invoice associated with the chargeback.
Click Print
to open the invoice in print format.Click Download
to download a copy of the invoice.
For instructions on how to upload the invoice in Payments Insider, visit the Payments Insider support center.
Want to learn more?
See Payments