Dispute notes can be added to an invoice that has been marked as in dispute. These dispute notes are maintained on the invoice and are separate from the communication activities and notes that may be tied to the tagged invoice.
To Add/Update a Dispute Note:
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Select a customer and navigate to "Account Detail."
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Create a new communication and tag an invoice on the "Invoice" tab within the communication.
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Tag the intended invoice, then enable the "Dispute" option for it.
Click on the invoice details hyperlink to update:
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Dispute Date
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Dispute Amount
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Reason / Dispute Code
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Dispute Code Date
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Notes associated with the Disputed invoice (dispute notes)
Enter dispute notes in the text box.
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Close the "Invoice Details" window.
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Update the remaining options for the communication.
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Save the communication.
To View a Dispute Note on an Invoice:
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Click on the invoice details hyperlink to open the "Invoice Details" window then select the "Dispute Reason Information" tab.
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This information can be viewed on the (Account Detail > Statement of Account) page.
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This information can also be viewed on the (Inquiries > By User > Invoices) and (Inquiries > By Account > Invoices) pages.
To view all invoices in dispute and their related dispute notes:
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Navigate to (Inquiries > By User > Invoices)
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Using the Filter Builder (recommended criteria):
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Balance <> 0
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In Dispute: TRUE
Click here for more info on disputing invoices
Click here for info on setup of an Advanced Alerts for disputed invoices (Inquiries by User > Invoices)