Chargeback Evidence Partner Workflow

Last updated: June 12, 2026

Start free workflow Data access Free evidence PDF Evidence checklist builder Response template Partners Sample pack Checklist Shopify disputes Friendly fraud Privacy · Terms · Pricing

Know your store domain? Start the free dispute evidence workflow directly in Shopify Admin.

Free plan: 3 evidence PDFs per month, demo mode, no credit card for the free workflow.

For Shopify agencies, consultants, and freelancers who need a calm chargeback evidence handoff without building a custom workflow for every merchant.

Chargeback Copilot is partner-friendly for evaluation: install it on a development store, create a demo dispute, download the sample PDF, and decide whether it fits a merchant before using live Shopify Payments dispute data.

Start the free evidence workflow · Download sample PDF · Build checklist · Review data access

Free to start: 3 evidence PDFs per month, demo mode, merchant-reviewed PDF packs, and no credit card for the free workflow.

Have the merchant store domain ready? Start the free workflow directly, then create a demo dispute if there is no live chargeback yet.

Free to start: 3 evidence PDFs per month, demo mode, merchant-reviewed PDF packs, and no credit card for the free workflow.

You can paste your-store.myshopify.com, a store handle, or an admin.shopify.com/store/... URL. The app prepares evidence packs; the merchant still reviews and submits final evidence in Shopify Admin.

Open the Shopify App Store listing instead

When to recommend it

A merchant has Shopify Payments disputes, messy evidence collection, unclear deadlines, or repeated manual PDF/checklist work before submitting evidence in Shopify Admin.

What you can show first

Use the browser checklist, sample evidence PDF, or demo dispute workflow before asking the merchant to trust live dispute data.

What stays manual

The app prepares checklists and PDFs. The merchant still reviews and submits final evidence in Shopify Admin, so the agency is not promising dispute outcomes.

Partner evaluation path

Install Chargeback Copilot on a development store or merchant store where you are authorized to help.
Create the demo dispute if there is no live Shopify Payments dispute.
Download the evidence PDF and inspect the sections: dispute summary, order timeline, fulfillment proof, policies, customer context, and merchant statement notes.
Use live dispute data only when the merchant has a real deadline and wants a cleaner handoff.
Upgrade only if recurring dispute volume, deadline alerts, saved profile defaults, custom statements, or team workflow becomes real work.

Best-fit merchants

Stores using Shopify Payments that occasionally need cleaner chargeback evidence prep.
Operators who lose time collecting order, fulfillment, policy, and customer context across admin screens.
Teams that want a PDF handoff before manual evidence submission, without giving up final review control.

Not a fit

Merchants expecting automatic evidence submission or guaranteed dispute wins.
Stores without supported dispute data available in Shopify.
Teams that need legal advice instead of operational evidence preparation.

Evaluating a newer app before trusting it? Start with the browser checklist, sample evidence pack, and demo dispute workflow before using live dispute data. The first useful output is a merchant-reviewed PDF evidence pack, not an automatic submission.

Final control stays with the merchant: Chargeback Copilot prepares evidence, and the merchant reviews and submits final evidence in Shopify Admin.
No surprise paid start: the free plan includes 3 evidence PDFs per month, and paid plans use Shopify-managed approval screens.
Data access is purpose-bound: dispute, order, fulfillment, customer, and Shopify Payments context is used to build checklists and evidence packs for merchant review.

Start the free evidence workflow · Build checklist · Preview sample pack · Review data access