Scarpenter: /* Raising a New Dispute */

2017-05-15T00:57:24Z

‎Raising a New Dispute

Scarpenter: Created page with "{{DISPLAYTITLE:Raising a New Dispute}} = Overview = This article covers how to raise a dispute against an invoice. Disputes are created against approved invoices and the pro..."

2017-05-15T00:56:23Z

Created page with "{{DISPLAYTITLE:Raising a New Dispute}} = Overview = This article covers how to raise a dispute against an invoice. Disputes are created against approved invoices and the pro..."

New page

{{DISPLAYTITLE:Raising a New Dispute}}
= 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.

[[file:invoice-list-actions.png|Invoice List Actions]]

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.

[[file:Raise-new-dispute.png|1200px]]

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.

[[file:Dispute-fields.png]]

;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#Dispute_Reasons| 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.

= See Also =
* [[Disputes|Disputes Main Page]]
* [[Disputes/Edit_Dispute|Updating a Dispute]]
* [[Disputes/Withdraw_Dispute|Withdraw a dispute]]
* [[Dispute/Finalise_Dispute|Finalise a Dispute]]
* [[Invoicing|Invoicing]]

@@ Line 21: / Line 21: @@
 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.
-[[file:Raise-new-dispute.png|1200px]]
+[[file:Raise-new-dispute.png|1200px|]]
 The top section of the disputes page shows the basic meta data pertaining to the dispute.

Disputes/New Dispute - Revision history

Scarpenter: /* Raising a New Dispute */

Scarpenter: Created page with "{{DISPLAYTITLE:Raising a New Dispute}} = Overview = This article covers how to raise a dispute against an invoice. Disputes are created against approved invoices and the pro..."