InvoiceTools

Home/Glossary/Chargeback

Chargeback

A card payment reversed by the client's bank after it has already reached you.

Part of the invoicing glossary, plain definitions of the words on an invoice, a quote and a job.

In one line

A card payment reversed by the client's bank after it has already reached you.

Also called a payment dispute or a card reversal.

What it means in practice

A chargeback happens when a cardholder disputes a charge. The money is pulled back from you while the dispute runs, and the processor usually charges a fee whichever way it ends.

The defence is paperwork: an accepted quote, a signed work order, an invoice that matches, and a receipt. Being able to show what was agreed and what was delivered is what wins a dispute.

Covered in full in the guide to payment links and qr codes.

Example. A $900 payment reversed six weeks after the work is a chargeback; the signed work order is the evidence you send.

Where it shows up on the paperwork

A chargeback shows up in your processor's dashboard, not on your paperwork. What decides it is the paperwork you can produce: the accepted quote, the signed work order, the invoice and the receipt.

What goes wrong

  • Ignoring the notice. A dispute you do not answer is a dispute you lose by default.
  • Working without a signature on anything, which leaves you nothing to show.
  • Refunding straight away to keep the peace, before checking whether the work was actually delivered as agreed.

The tools for this

Related terms

  • Merchant accountThe account that lets a business accept card payments and holds the money until it settles to your bank.
  • ReceiptProof that a payment was made, issued after the money arrives.
  • Payment termsThe line that says when payment is due, how to pay, and what happens if the date passes.
  • Payment processorThe company that moves a card or bank payment from your client's account to yours.

All 57 terms

Common questions

How long does a client have to raise a chargeback?

It depends on the card scheme and the reason, and it is usually measured in months rather than days. Keep your job records for at least a year for that reason.

How do I win a chargeback dispute?

Send the evidence that the work was agreed and delivered: the accepted quote, the signed work order or delivery note, the invoice, the receipt, and any message where the client confirms the work was done.