Guides · SaaS evidence checklist
Chargeback evidence checklist for SaaS founders
SaaS disputes often involve subscriptions, access logs, and policy terms spread across tools. This checklist helps founders verify each evidence category before uploading to Stripe. Educational only — not legal advice. A complete checklist improves organization; outcomes depend on card network review and are not guaranteed.
Before you start
Confirm dispute reason, due date, and owner. Open a case folder per our evidence folder guide and spreadsheet tracking guide.
Organize dispute evidence with a repeatable toolkit
SaaS-oriented checklists in the evidence kit map to the categories below — use them as a starting point in your own accounts. Educational toolkit only.
Not legal advice. Templates support documentation only. Dispute outcomes depend on your case and Stripe or card network review.
Get the template kitView pricing · Secure checkout on Gumroad
Order and payment
- Stripe charge receipt or invoice PDF
- Customer email on the charge matches account record
- Plan name, amount, currency, and billing interval captured
- Refund or credit history if relevant to reason code
Account access
- Signup date and login timestamps
- Subscription status at time of dispute
- Admin or audit log showing account creation
- IP or device data if your policy allows and Stripe fields request it
Usage and delivery
- Product usage metrics (API calls, seats used, modules opened)
- Download or activation events for hybrid products
- Exports from your app with date range covering the billing period
See delivery documentation for export tips.
Customer communication
- Support threads summarized with neutral tone
- Refund or cancellation requests documented
- Communication notes per our communication notes guide
Policies and terms
- Terms of service and privacy policy version active at purchase
- Refund or cancellation policy excerpt (with URL and capture date)
- Checkout or signup acknowledgment if collected
Review SaaS readiness and refund policy for disputes.
Timeline
- One-page chronological summary: purchase → access → support → dispute
- Dates align with Stripe dispute metadata
- Timeline stored in submission-ready subfolder
Submission readiness
- Each Stripe evidence field mapped to a file or narrative
- Filenames descriptive; no duplicate attachments without reason
- Response reviewed with response checklist
- Submitted before deadline with internal tracker updated
Master checklist (printable)
- Dispute reason confirmed
- Order/payment files complete
- Access logs exported
- Usage/delivery proof attached
- Communication summarized
- Policies linked with date stamp
- Timeline written
- Stripe fields mapped
- Peer review completed
- Submitted and logged
What this checklist does not do
- Does not promise favorable chargeback outcomes
- Does not provide legal advice
- Does not replace Stripe or card network rules
Checklists ready in the evidence kit
The Stripe chargeback evidence kit includes SaaS-oriented checklists and folder templates for your workflow. Educational toolkit only — outcomes are not guaranteed.
Not legal advice. Templates support documentation only. Dispute outcomes depend on your case and Stripe or card network review.
Get the template kitView pricing · Secure checkout on Gumroad