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Do you want to let customers query outstanding invoices? The Dispute Invoices feature allows the configuration of an invoice a dispute option where Users can lodge disputes a dispute against any outstanding invoices invoice in their account (in the Account Statement Enquiry screen). Access can be restricted to a sub-set of Users. When an invoice dispute is lodged, updated or resolved, notification emails will be sent to a nominated team member.
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- The Customer User logins into your website and selects Dashboard → Account Enquiry.
- In the Account Statement Enquiry screen, for Enquiry Type, select 'Outstanding Invoices'.
- Click Display.
- Any outstanding invoices are displayed.
- Click the Dispute Invoice button displayed in the 'Type' column of each invoice.
- In the Dispute Invoice popup, the User selects a Reason for the dispute, enters a note about the claim if needed, then clicks Save.
- The invoice now has a red star tooltip next to the Invoice Number column and an Edit Dispute button is displayed.
- By clicking Edit Dispute, the User can return to the 'Dispute Invoice' popup to edit the dispute or Set to Resolved end the dispute. If the User edits the dispute or ends it, the appropriate alert email will be sent to the Disputed Invoices email address.
- When a dispute is resolved, the star tooltip changes to green and the Edit Dispute button returns to Dispute Invoice. (NOTE - if the User adds an additional dispute, it will be recorded as an update of the original dispute and an updated dispute email is sent).
Additional Information
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