​Link provides a universal way to save cards. Link is Stripe’s fast-checkout solution. It securely saves and auto-fills the customer address and payment details, with support for credit cards, debit cards, US bank accounts, and other payment methods. Customers can save their shipping and payment details on your site or the checkout page of a different business - Link saves and auto-fills the information on any site where Link is enabled. The Link option is intended to be used and set up directly by the customer exclusively, so your staff would not be doing this.

For VinesOS accounts using Stripe for credit card processing, each order includes all of the transaction details. The payment section of each order will include the amount charged to the customer subtotal, surcharges, refunds, fees, net amount, Stripe transaction ID link, and the last four digits of the credit card. If any additional surcharges or refunds are made to an order, they will each be displayed as a separate line item on the order.
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From the sidebar menu, click on Dashboard > Reconciliation

The Reconciliation page will display results for the date range queried. Currently, the Reconciliation link is only available as a private, unpublished URL, so it is only available for the staff who need access to it. If you need the reconciliation link, please ask your manager

You can filter at the top for the date range you want to reconcile.

You can click through on any date displayed to get a list of the orders settled in the batch and a full accounting of all charges. You can use the export button to export a report.

Click on the day to see a detailed list of all orders that settled in that batch

If you would like to export a reconciliation report that shows a deeper level of detail for orders, including columns for sales, tax, shipping, discounts, and more, go to Dashboard > Orders and filter for the Orders that are processed (i.e., All Processed), the time period you want, and then click the Submit button. Next, in the Export button dropdown at the top, click 'Monthly Reconciliation'.
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The authorization will be held for 48 hours before the funds are released. After that time the card cannot be charged, so make sure to do a full capture.
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If a card issuer declines a payment, they might provide a reason through the use of a decline code. See Stripe's recommendations on Next Steps.

Dispute notifications and management are available for accounts that are using Stripe for merchant processing.

When a customer dispute over a charge arises, you will receive a visible notification of the dispute in the VinesOS console in the notification area. (Note that the word 'Dispute' appears, but the number icon on the bell does not refer to the number of disputes, but the number of notifications you have).
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A 'Payment Dispute' link will appear in the dropdown notification list when you click on the bell icon. It will show the number of disputes that require action. You can manage and respond to these disputes online.
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Clicking on the Payment Dispute link will take you to the Orders page, where you can view the disputed order.
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In the order, scroll down to the bottom to the Disputed section, where you can see more information and prompts to take action. You can either accept the dispute or submit your response to the dispute.

Read Stripe's Dispute Best Practices to understand how best to respond to the dispute. This is critical to understand in order to try to win the dispute.

Product Description field: Enter the product, club, or subscription the customer purchased or signed up for.

Note field: Search for any order history or signup record from the customer, check the timestamp on signup, and include this in the Note field. If it was shipped, include the tracking information.

** Upload documentation: This is the most important document. Before doing this, read Dispute Best Practices. Be sure to combine as much documentation as you can into ONE file. The Best Practices article explains how to combine evidence to make one PDF file. Some things you can combine into a single PDF file:

The allowed file formats are pdf, zip, txt, doc, docx, png, jpg, gif, jpeg, and bmp. The maximum file size is 5MB.

Hit Submit Response to Dispute to provide the information to Stripe.

Hit Accept Dispute if you wish not to challenge the dispute.

Outcome

When the bank's decision is made, the order will be updated. If the case is won, the funds will be deposited back into your account. If lost, the funds will not be returned to your account.

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