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Card class: Non-HeroCategory: Payment Gateway

At a glance

Chargeback rate (settled disputes resulting in funds pulled). Visa monitoring threshold is 0.9% (VAMP); above this Square may suspend or restrict the account. The closely-related dispute-rate counts cases opened; this card counts cases lost.
What it countsCOUNT(disputes WHERE status = LOST) / COUNT(payments succeeded) * 100.
CurrencyCurrency-neutral.
LagDisputes resolve typically 30, 60 days after opening; chargeback rate is a trailing metric.
Time window90D (longer than dispute-rate to capture resolution lag).
Alert trigger>0.9% (Visa monitoring). >1.5% triggers Mastercard ECP. Sentiment inverse-gauge: good <=0.5, warn >=0.9.
Rolesowner, finance, operations

Calculation

Calculated automatically from your Square data. See the At a glance summary above for what the metric tracks and the worked example below for a typical reading.

Worked example

90-day window:
Disputes opened       = 47
Disputes won          = 19
Disputes lost (this)  = 28
Successful payments   = 12,400
Chargeback rate       = 28 / 12,400 * 100 = 0.226%
Reads:
  1. 0.23% is healthy. Below Square’s 0.5% review threshold; well below Visa’s 0.9%.
  2. Win-rate of 19 / 47 = 40% is roughly normal. Strong-evidence merchants reach 60, 70%.
  3. The 28 lost disputes pulled USD ~ 5,000 plus scheme fees (~ USD 15, 25 per case = ~ USD 600). True cost is ~ USD 5,600 plus the time spent responding.

Sibling cards merchants should reference together

CardWhy pair
squ_dispute_rateThe opening-rate; this card is the lost-rate.
squ_refund_rateRefund as inverse to chargeback.
Stripe stripe_chargeback_rateCross-PSP.

Reconciling against the vendor’s own dashboard

Where to look in the Square Dashboard:
Disputes → Resolved → Lost (filter by date).
Why ours may differ:
ReasonDirection
Resolution timingA dispute filed in month 1, lost in month 2: which month’s rate is it in? Ours uses lost-date
In-progressDisputes still open are NOT in this card; only settled-against
Cross-connector reconciliation: chargeback rates align across PSPs as a function of fraud / dispute mix; outlier rates on one rail suggest acquirer routing or 3DS-coverage difference.

Known limitations / merchant FAQs

“My chargeback rate hit 1.0%, what now?” Immediate action: pause new high-risk traffic, audit recent disputes for patterns (one BIN, one IP, one shipping address), tighten Square Risk filters, enable 3DS step-up on suspicious patterns. If sustained, Square may restrict your account or require a rolling reserve. Engage Square Risk team proactively. “Win-rate, how high can it go?” Strong-evidence merchants reach 60, 75%. Digital-only goods (no shipping evidence) cap around 25, 40%. Subscriptions with weak cancel UX cap around 15, 25%. “Visa VAMP vs Mastercard ECP, what’s the difference?” Visa’s Acquirer Monitoring Program triggers at 0.9% chargeback rate or USD 75k volume; Mastercard’s Excessive Chargeback Program at 1.5%. Both impose fines and acquirer pressure. “Reasons that win versus lose?” Chip + PIN cases (liability shift) win automatically. Tracked-shipping cases with proof-of-delivery to the cardholder address win frequently. CNP fraud (10.4) cases lose unless the merchant has 3DS authentication evidence. Subscription-friction cases lose unless the merchant can show explicit re-consent on each charge. “Currency neutrality?” Yes. “Lag, how to interpret?” Today’s chargeback rate reflects disputes opened 30, 60 days ago. A spike today is a lagging signal of bad traffic 1, 2 months ago, by the time you see it, current traffic is already different. Use squ_dispute_rate for the leading indicator. “Square holds reserve when CB rate climbs?” Yes. Above 0.9% Square may impose a rolling reserve (1, 5% of volume held for 90, 180 days) to cover potential future chargebacks.

Tracked live in Vortex IQ Nerve Centre

Chargeback Rate is one of hundreds of KPI pulses Vortex IQ tracks across Square and 70+ other ecommerce connectors. Nerve Centre runs the detection layer; Vortex Mind investigates the cause when something moves; Ask Viq lets you interrogate any number in plain English. Start for free or book a demo to see this metric running on your own data.