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Overview
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Lets your customers dispute outstanding invoices. |
Do you want to let customers query outstanding invoices? The Dispute Invoices feature allows the configuration of a dispute option where Users can lodge a dispute against any outstanding 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 certain Users to query outstanding invoices in their Customer account. When a User lodges a dispute, the invoice will be flagged as 'being in dispute'. The User can update the dispute or set it to 'resolved' when appropriate. Lodging a dispute or updating its status will trigger notification emails to be sent to a nominated team member for actioning.
Step-by-step guide
1. Enable and configure Dispute Invoices
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- new dispute - when the dispute is first lodged
- updated dispute - when the dispute is edited
- resolved dispute - when the dispute is closed.
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Default content for each email can be edited as you require. To edit the template:
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