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Disputed Invoices V8

Introduction

The Disputed Invoices option allows you to dispute and resolve invoice problems with customers. To access this, go to Transactions > Payments > Disputed Invoices (Alternatively, simply right-click on an invoice listed within the Open Invoices section of a customer’s account to Dispute or Resolve items).

Disputing an Item:

  • Browse for the customer and choose the Modify button.
  • Double-click on the invoice to dispute.
  • The Disputed field will be populated with the current date, click Save to continue.

Resolving an Item:

  • Browse for the customer and choose the Modify button.
  • Double-click on a disputed invoice.
  • The Resolved field will be populated with the current date, click Save to continue.

Additional Options:

Select the Print button on the screen to access the Disputed Invoices Report.  This report can also be found under Reports > Accounting Reports > Sales.

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Fields:
Acct No.:  Displays the customer’s account number.
Acct Name:  Displays the customer’s account name.
Acct Balance:  Displays the customer’s account balance.
Date:  Displays the invoice date.
Invoice #:  Displays the invoice number.
Amt:  Displays the original invoice amount.
Open:   Displays the remaining open amount due on the invoice.
Disputed:  Displays the disputed date of the invoice.
Resolved:  Displays the resolved date of the invoice.
Total Amount Open:  Displays the sum of all open invoices on the account.

 

Reporting

Access the report via Reports > Accounting Reports > Sales > Disputed Invoices Report.

This report includes a list of all invoices that are Disputed or Resolved within each customer’s account.  

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Fields:
Sort Option 1 & 2:  The primary and secondary fields to sort by.  Select one of the following categories:
  • Invoice Number
  • Invoice Date
Change Branch:  If you are logged into multiple branches, this option may be shown and allows you to re-select the branches to include in the report instead of having to completely exit the report.
Acct No:   Enter the range of account numbers to include in this report.
Date:  Enter the date range of this report.
Statement:   Enter the range of statement numbers to include.
Disputed:   Select this option to print disputed invoices.
Resolved:   Select this option to print resolved invoices.
Both:  Select this option to print disputed and resolved invoices.