Disputes/New Dispute
Contents
Overview
This article covers how to raise a dispute against an invoice.
Disputes are created against approved invoices and the process is started from:
Nav: Finance > Invoice List
There are several activity icons on the left-hand side of the list. Select the icon as circled below. Rolling over the each icon will reveal a tool tip for the user as a guide.
Alternatively, users can access the page under the customer screen.
Nav: Customer > Invoices
Click on the Disputes icon.
Raising a New Dispute
Start by clicking the Disputes button on the right-hand side of the page. If a dispute is not already open against this invoice, the Raise New Dispute page will be displayed. If there is already an open dispute, the existing dispute will be opened.
The top section of the disputes page shows the basic meta data pertaining to the dispute.
Raising Disputes for Cardlines
Under the Allocated Cardlines section of the page, users will see search criteria that can be used to find a cardline to dispute. Below the search, a list will be populated with any cardlines from the invoice that qualify to be disputed.
Users need to be aware that credit cardlines and cardlines of $0 cannot be disputed. While they may be on the invoice, they will not be shown in this list.
There are 4 columns for users to define the dispute against specific charges.
- Previous Credits
Any amounts credited as part of previous disputes are displayed here.
- Disputed Amount (Inc Tax)
The amount in dispute.
- Remaining Amount
Full amount charged minus the disputed amount. The amount remaining to be paid.
- Dispute Full Amount?
Tick this to set the disputed amount to the value of either:
- the remaining amount in the case of the invoice having a prior dispute.
- the full amount owing for the cardline.
If all cardlines are in dispute, tick the Dispute All Amounts box.
Raising General Disputes
A dispute can be raised without linking it to a specific cardline. Use the General Disputes section to do this as follows:
- General Dispute Amount (Inc Tax)
Enter a dollar value (inclusive of tax) into the field to raise a dispute for an amount that is not linked to a cardline.
Additional Dispute Settings
Users can optionally set additional values.
- Dispute Reason
Choose a reason from the list. If there are no dispute reasons set up for you and you're seeing only the Default option, see the disputes reasons section.
- Dispute Reference
Enter a reference ID or number. This field is mandatory. If you have no reference number, enter 0.
- Dispute Note
Optionally enter a note regarding the dispute.
When you are happy with all the settings, press the Raise Dispute button.
