Before you begin
Before you start working with Chargeback, confirm that:
-
Spend has already been allocated to Consumers for the month you want to work on.
-
A chargeback report has been prepared and selected in Admin > Settings > Chargeback.
-
You can access the menus and data needed to review the month.
If the consumer allocation is incomplete, the chargeback will not be created.
What the main terms mean
Chargeback report
The saved report Yarken uses to shape the chargeback output.
Draft
The chargeback has been created, but it has not been approved yet.
Approved
The chargeback has been finalized for that month.
Locked month
A month that can no longer be changed because chargeback has already been created.
Revert
Removes the created chargeback for the month so you can correct the data and run it again.
Where to find Chargeback
You will usually move through three areas in Yarken:
-
Analytics > Consumer Spend to prepare the chargeback report.
-
Admin > Settings > Chargeback to choose the saved report used for chargeback.
-
Chargeback > Chargeback to create, review, approve, export, or revert chargeback for a month.
How the process fits together
Chargeback usually follows this flow:
-
Allocate spend to Consumers for the month.
-
Prepare or review the chargeback report.
-
Select that report in Admin > Settings > Chargeback.
-
Create chargeback for the selected month.
-
Review the result.
-
Approve it when it is ready.
-
Download, export, or revert it if needed.
What happens after you create Chargeback
When you create chargeback for a month, that month becomes locked.
This helps protect the result so it can be reviewed and approved without new changes being introduced in the background.
If something needs to change, revert the chargeback for that month, fix the upstream data, and then create it again.
Next step
Related content