Quick Start Guide – Chargeresolve

Welcome to ChargeResolve!

Getting started is fast and easy — just follow the steps below to activate your account and begin automating your chargeback prevention.

Step 1: Create Your Account

Head to chargeresolve.com/auth/register to begin.

Fill out the following fields:

First Name and Last Name

Email Address (this will be your login email)

Create a Password and Confirm Password

Once completed, click Register.

Enter Your Business Information

After registering, you’ll begin the onboarding flow. In Step 1 of 2, you’ll be asked for key business details:

Business Name

Website URL

Business Email (use your work email, not a support or shared email)

Next, answer:

Are you currently using another chargeback prevention service?

If No, simply click Next.

If Yes, you’ll be asked to enter:

The name of your current provider

Whether you’ve notified them of the switch

Enter Payment Information

After adding your business information you will be prompt with the step 2/2 which will ask you to input you payment information.

Please note adding your payment information if for future alert charges.

Step 2: Connect Your Payment Processor

In this step you’ll choose your current processors and or CRM’s. Simply click “Connect” on the integration you are using.

After clicking Connect, a pop-up will appear asking you to enter your account credentials for the integration.

Fill in the required fields to complete the connection.

If you’re unsure where to locate these details, open the Instructions tab in the pop-up for a step-by-step guide.

After entering your integration credentials and clicking Connect, the status will update to Pending. Once the integration is verified, the status will change to Connected.

⚠️ Verification may take up to 1–2 business days to complete.

⚠️ You can add more processors later from your dashboard — no need to connect all of them right now.

Optional: If you use a CRM you can find the available CRM’s located at the bottom of the page.

Step 3: Alert Enrollment

In this step, you’ll enroll your payment processor in alert networks. On the integration card click “Settings”

Enrolling Processor in Alert Networks

Open Enrollment Settings

Go to your payment processor settings and open the Stripe Enrollment Settings window.

Add Your Primary Descriptor (Required for Ethoca & CDRN)

Enter your Primary Descriptor (the name that appears on customer statements).

Click Confirm to validate.

⚠️ Ethoca and CDRN cannot be enabled until this field is completed.

Set Match Type

Choose how the system should match your descriptor:

Starts With (default)

Exact Match

Add Visa ARNs (Required for RDR)

Enter at least two Visa ARNs in the Visa ARNs field.

Use the + button to add each ARN.

Alternatively, you can use + Add BIN & CAID Instead if you prefer.

⚠️ RDR cannot be enabled until at least 2 Visa ARNs have been added.

(Optional) Link a CRM

If you use a CRM, you can link it here by choosing one from the dropdown menu.

This step is optional and does not affect enrollment requirements.

(Optional) Adjust Advanced Settings

Expand this section if you need to configure additional options.

Toggle Networks On

Once your descriptor and Visa ARNs are entered, scroll back up and toggle on the networks you want:

Ethoca → requires Primary Descriptor

CDRN → requires Primary Descriptor

RDR → requires at least 2 Visa ARNs

For maximum protection, enable all three.

Save Changes

After toggling on the networks, click Save Changes to finalize enrollment.

To cancel without saving, click Cancel.

(Optional) Advanced Settings: Amex & Discover Setup

The Amex & Discover Setup page is used to add your business and settlement details in order to receive chargeback alert coverage for American Express and Discover cards.

This step is optional — complete it only if you want to extend your enrollment beyond Visa and Mastercard to include Amex and Discover.

You may need to contact your payment processor to obtain the required identifiers and details. Once you have them, enter the information and click Save Changes.

Step 4: Open the Alerts Tab

From the main dashboard, click on the Alerts tab in the top navigation bar.

This tab is where you’ll manage everything related to chargeback alerts. It contains your enrollment setup, alert preferences, and automation options.

Once inside, locate the section labeled Review & Confirm Alert Settings. Click the Review & Confirm button to open the Alert Settings window.

Configure Your Alert Settings

After clicking Review & Confirm, the Alert Settings window will open. Here you can customize how your account handles chargeback alerts and refunds:

Auto Refunds – Automatically refund alerts within 24 hours. This ensures quick resolution but requires a connected CRM or gateway. (Visa RDR refunds are always automatic.)

Max Refund Amount – Set a dollar limit for auto refunds. Alerts above this amount will still appear but must be handled manually.

Auto Cancel Subscription & Blacklist – Cancel subscriptions and block customers tied to alerts. Requires a CRM integration (works with WooCommerce, CheckoutChamp, etc.).

Refund PayPal Disputes Prior to Claim – Proactively refund PayPal disputes before they escalate. Requires a PayPal integration.

Once you’ve reviewed and adjusted these settings, click Save Changes to apply them.

Step 5: Activate Alerts

Once you’ve completed your payment processor setup and reviewed your alert settings, the last step is to activate your alerts.

Click the Activate Alerts button at the bottom of the Alerts Setup page. This will turn on chargeback alerts for your account.

🎉 You’re all set! Your alerts are now active.

To learn how to view, respond to, and manage alerts going forward, see our Manage Alerts Guide