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Disputing an Invoice and Exclude from Aging

Updated

 

 

Invoices can be in dispute for various reasons and there are several options with managing invoices that are in dispute.

If you would like to see this article outside of the messenger, click the link below
https://intercom.help/lockstep-network/en/articles/3513487-disputing-an-invoice-in-atc

 

Disputing an Invoice

  1. Select a customer from the search bar or from My Accounts 

  2. Go to Account Detail for the selected customer

  3. Create a new communication

  4. Activity Code - using the drop-down, select Dispute as the Activity Code (this will count the activity as a dispute on the dashboard)

  5. In the Invoice tab, tag the invoice(s) in dispute

  6. Either click 'Edit All Tagged Invoices' button or click the invoice hyperlink, update the following, where applicable:

  • Reason - use the drop-down to select the Reason/Dispute code

  • In Dispute - mark the specific invoice as in dispute

  • Exclude From Aging - dispute amount will be excluded from the customer aging and overall aging on My Accounts (Account detail for customer will not be affected)

  • Dispute Date - enter date of the dispute

  • Dispute Note - Add a note to the invoices to explain why it is being disputed

  • Dispute Amount - enter the amount of the dispute (note: this amount must be entered in order to see the dispute $ amount on the dashboard summary)'

  • Click Update to save

Complete the communication including issue description, Notes, Follow-up, etc

 

Save

 

NOTE: Exclude from aging is only applicable for invoices in dispute

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