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Understanding Discover/Diners Chargebacks with PbN Payments
Understanding Discover/Diners Chargebacks with PbN Payments
Alyssa Elso avatar
Written by Alyssa Elso
Updated this week

When a chargeback is initiated, it’s important for your practice to act quickly and carefully to resolve the dispute in your favor. Here’s a step-by-step breakdown of the Discover Dispute Process and what actions you need to take at each stage.

1. Notification of Chargeback (NoC)

  • What Happens: You’ll receive a notification that a chargeback is being initiated.

  • Action Required: Prepare and submit defense documents to contest the chargeback or choose to accept the dispute.

  • Key Point: The chargeback debit will typically happen a few days after receiving the NoC.

2. First Chargeback

  • What Happens: The disputed amount is withdrawn from your account.

  • Action Required: You have 40 days to upload defense documents or accept the dispute.

  • Key Point: If no action is taken within the 40 days, or if you accept the dispute, this stage is the final resolution.

3. Information Supplied

  • What Happens: PbN forwards your defense documents to the card network (Diners).

  • Key Point: Once your documents have been sent, you can no longer modify them.

4. Chargeback Reversed

  • What Happens: The disputed amount is temporarily returned to your account while the issuer reviews your defense.

  • Key Point: If your defense is accepted, the chargeback is successfully resolved at this point.

5. Pre-Arbitration

  • What Happens: If the issuer rejects your defense, a second chargeback will be initiated, and the issuer will file a Pre-Arbitration case within 30-32 days of the defense submission.

  • Key Point: After this stage, you cannot file an arbitration case.

6. Pre-Arbitration Outcomes

  • Pre-Arbitration Won: If the issuer accepts your defense, the chargeback is resolved in your favor.

  • Pre-Arbitration Lost: If your defense is rejected, a second chargeback is finalized, and there is no further option for arbitration.

7. Second Chargeback

  • What Happens: A second chargeback is processed if the issuer declines your defense.

  • Key Point: This is the final stage, and no further recourse is available through Diners.


Submitting Defense Documents: Formats and Size Requirements

Ensure your documents meet the following criteria to avoid delays in processing chargebacks:

  • File Formats: JPG, TIFF, or PDF (Max file size: 3 MB per file)

  • Specific Requirements: For Discover chargebacks, files must be no larger than 3 MB.


Required Documents for Dispute Defense

To build a strong defense, here’s a list of key documents to provide based on the nature of the chargeback:

General Documents

  • Invoice copy

  • Description of goods/services

  • Proof that any credits or reversals were not addressed by the issuer

  • Evidence that the cardholder used the service and did not cancel according to your policies

  • Screenshots of terms and conditions agreed upon at purchase (not just links)

Already Paid

  • Proof of non-payment by the cardholder

  • Evidence of any refunds or payments made directly to the cardholder

  • Communication records regarding payment status or other agreements

Canceled Services

  • Proof that your cancellation or return policy was shared and agreed upon at purchase

  • Evidence the service was used between the billing and cancellation dates

  • Documentation showing the cardholder’s request for cancellation on a different date, if applicable

  • Proof that the cardholder did not attempt to resolve the issue with you (e.g., no emails or calls)

Canceled Transactions

  • Invoice and service description

  • Confirmation email sent to the cardholder

  • Proof that the service was provided (confirmation email, invoice, etc.)

  • Dates the cardholder used the service

  • Record of non-disputed payments

  • If available, include CVV/CVC check results and verification details like IP addresses and device IDs

Canceled Recurring Transactions

  • Proof of agreement to your cancellation or return policy

  • Evidence that services were used between the billing and cancellation dates

  • Documentation showing the cardholder’s continued interest in the service

  • Proof that the cardholder didn’t attempt to cancel or resolve the issue

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