Best Practices for Preventing Disputes
Discover best practices for presenting clear and accurate evidence to support your case and streamline the dispute resolution process.
Step 1: Collect payment information in full and have customers sign off on work.
When taking a credit or debit card payment from a customer, ensure that your processor has you collect the customer's name, email address, CVC number, and billing address.
Disputes can be lost because minimal information was required during checkout.
Using Housecall Pro for your payment processing ensures this information is being captured.
Incorporate requiring customers to sign off on estimates and/or invoices before and after work is complete
Step 2: Communicate with your customer.
Respond to any issues and process refunds or replacements quickly.
Make it easy for customers to reach you so that they come to you with issues or concerns first before taking the time to dispute a payment.
If you don't have payment and refund information clearly included in your terms & conditions, be sure to add them.
Add your terms and conditions to your website so they are easy for customers to find.
Add your terms and conditions to invoices that will be signed by the customer. Make it easy by adding your terms to the message on invoice so they appear automatically.
Step 3: Avoid fraudulent payments.
Get to know your customer and check their ID against the card they are using and their name.
Using a card reader will not only save you money, but will also reduce the risk of fraudulent payments.
If you have concerns about a payment made, refund the payment immediately so it cannot be disputed.