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Catch unbooked Stripe refunds and dispute deadlines in Rillet
For finance teams who want Stripe refunds and disputes traced to Rillet credit memos, with evidence deadlines flagged, by their AI assistant.
On this page
Connector
Connect Stripe, pick your AI tool and paste the prompt.
The problem
Unbooked refunds and dispute deadlines slip by
A Stripe refund or lost dispute should be matched by a credit memo in Rillet, but tracing each one through its charge and invoice is slow. Unbooked refunds overstate revenue, and dispute evidence deadlines slip by while nobody is looking.
Without PopdockAI
- List Stripe refunds and disputes
- Trace each through its charge to the invoice
- Find the Rillet invoice and its credit memos
- Miss an evidence deadline along the way
With PopdockAI
- Each refund and dispute is traced to its Rillet invoice
- Credit memos are compared with the refund or dispute amount
- Open disputes with evidence due within 7 days come first
- Unlinked charges are listed separately, and nothing is booked
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Trace every Stripe refund and dispute from the last {lookback-days} days (default 30) to the Rillet invoice it relates to, and flag the ones Rillet has not accounted for with a credit memo.
**Step 1: Read Stripe refunds and disputes**
Work out the start date as today minus {lookback-days} days. Call `stripe-get-refund` and `stripe-get-dispute`, each with `created-date.from` = that date. For each, call `stripe-get-charge` with `charge-id` to get the invoice-id. If the charge has no invoice-id, list it under Not invoice-backed. Otherwise call `stripe-get-invoice` with `invoice-id` to get the invoice number.
**Step 2: Find the Rillet side**
Call `rillet-get-invoices` (no filters) and match the Stripe invoice number to invoice-number exactly. For each matched Rillet invoice call `rillet-get-credit-memos` with `invoice-id` = the Rillet invoice-id.
**Step 3: Report**
* Refunds: refund-id, amount, reason, Stripe invoice number, Rillet invoice-id, and the credit memo number and total if one exists. Flag refunds with no credit memo, or whose credit memo total differs from the refund amount.
* Disputes: dispute-id, amount, reason, status, details-due-by, and the Rillet invoice. Flag lost disputes with no credit memo, and list open disputes with evidence due in the next 7 days first.
* Invoice not in Rillet: Stripe refunds or disputes whose invoice number has no Rillet match.
* Not invoice-backed charges.
**Rules & Guidelines:**
* `stripe-get-refund`, `stripe-get-dispute`, `stripe-get-charge` and `stripe-get-invoice` are on the stripe server. `rillet-get-invoices` and `rillet-get-credit-memos` are on the rillet server.
* This prompt is read-only. Do not call `rillet-add-credit-memo`, `rillet-apply-credit-memo`, `rillet-update-credit-memo` or `rillet-unapply-credit-memo`.
**Validation:**
* If Stripe has no refunds or disputes in the period, say so and stop.
* Stripe amounts may be in the smallest currency unit. If a refund is exactly 100 times its credit memo total, divide Stripe amounts by 100 and say so once.
* If a tool cannot be found, name the server it belongs to (rillet or stripe) and stop.Who it's for
One answer, three teams that use it
Accounts receivable
Book refunds Rillet is missing
Refunds with no credit memo, or the wrong amount, are listed to fix.
Check Stripe refunds and disputes from the last 14 days against Rillet credit memos.
Disputes specialists
Never miss an evidence deadline
Disputes with evidence due within a week come first, so you respond in time.
Which Stripe disputes need evidence in the next 7 days?
Controllers
Keep revenue from being overstated
Lost disputes with no memo are flagged so revenue reflects money actually kept.
List lost Stripe disputes this quarter with no credit memo in Rillet.
How it works
What PopdockAI does when you ask
You choose a lookback, and your AI assistant checks Stripe refunds and disputes against Rillet credit memos. It only reads and puts urgent disputes at the top.
01
Ask
You choose a lookback, 30 days by default.
02
Trace
It follows each refund and dispute through its charge to the Rillet invoice.
03
Check
It compares the invoice's credit memos with the refund or dispute.
04
Report
You get urgent disputes first, then gaps, with nothing booked.
What PopdockAI provides
The tools behind the answer
Ready made tools for Stripe and one secure connection to your AI tool. No code, no exports.
stripe-get-refund
stripe-get-dispute
stripe-get-charge
stripe-get-invoice
rillet-get-invoices
rillet-get-credit-memos
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Refunds booked and no deadline missed
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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