Disputes
A disputed bill is flagged, decided and written off properly
A disputed bill never sits as unexplained outstanding. It is flagged on the visit, decided with the exact figures in front of the decision-makers, and the agreed amount becomes a write-off.
Flagged on the visit, with a reason and an amount
On a promise-to-pay visit, the reason “Dispute flagged” records what the dispute is and its approximate amount, which cannot be more than what is outstanding on the bill.
Decided, with a comment
Flagged disputes appear in Outstanding Disputes as a summary, with invoice number and bill date as separate fields and the exact figures one tap away. Each is approved, changed or rejected, always with a comment.
From dispute to write-off
An approved or changed amount moves to Write-offs, where a Disputes filter separates it from normal write-offs. Write-offs can be partial or full, and a rejected dispute changes nothing.
- The bell shows how many disputes are waiting
- The approved amount reduces the bill and shows on the customer ledger
Disputed customers in light red
Every outstanding list, including the collector’s own, the Outstanding Collection screen, Follow-ups and the Customer Ledger, shows a customer with an open dispute in light red until the dispute is settled.
Used by: Sales Executive, Delivery Executive, Accounts, Admin