You can add an adjustment, reversal and reversal fee on a dispute.
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A color-coded dollar sign icon is available for open Disputes on the Dispute Details view:
Green + = Add Adjustment. This is available if the dispute has not had an adjustment applied
Yellow + = Add Reversal. This is available if the dispute currently has an adjustment that has not yet been reversed
Red + = Add Reversal Fee. This is available if the dispute currently has a Reversal that has not yet had a fee applied
Note
Only one action is available at a time; and each of these actions is available only once per dispute. These actions are not required. The dispute can be closed at any time.
Adding an Adjustment
On the Disputes page, if the selected Dispute does not yet have an associated adjustment, the Add Adjustment icon (dollar sign with green +) will be available in the Details view.
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Clicking this icon displays the Create Adjustment dialog. Amount, Adjustment Date and Type are required fields. The Amount cannot exceed the original amount. The Adjustment Types drop-down is pre-filter to have Credit Adjustment Types only. The Adjustment date defaults to today, and can be changed as needed.
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Once an adjustment is created, the dispute page will show the adjustment under Resolution Actions, and the icon will change to add reversal mode.
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Reversing an Adjustment
When an adjustment on a dispute has not yet been reversed, you can reverse the adjustment as indicated by the dollar sign with a yellow +.
Clicking this icon displays the Create Adjustment dialog specifically for reversals. The reversal information is pre-populated with information from the adjustment that is being reversed. The amount, date and type are set to the original adjustment settings and cannot be changed. You may select a reversal reason as needed.
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Once a reversal is applied, the dispute page will show the reversal under Resolution Actions, and the icon will change to add reversal fee mode.
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Applying a Reversal Fee
If you’ve created an adjustment reversal and not yet applied a fee, you can associate a fee to the reversal as indicated by the dollar sign with the red +.
Clicking this icon displays the Create Adjustment dialog specifically for reversal fees. Enter the Amount and select an Adjustment Type. Note: Adjustment types are pre-filtered to only have debit types. The description is pre-populated to Dispute Reversal Fee; however, it can be edited.
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Once a reversal fee is applied, the dispute page will show the fee under Resolution Actions, and the color-coded adjustment icon will no longer be available.
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