Build your invoice dispute tracker.
Connect disputed invoice lines to customer reasons and the agreed quote.
How to build your invoice dispute tracker
Describe the job
Connect disputed invoice lines to customer reasons and the agreed quote.
Review the first version
Choose how the accounts receivable specialist records the invoice and how the finance reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A invoice dispute tracker example
A customer disputes an additional workshop because it was not in the accepted quote.
Invoice dispute tracker example
- Record
- Invoice dispute tracker · 01
- Owner
- Accounts receivable specialist
Current stage · Accounts receivable specialist
Open the invoice
A customer disputes an additional workshop because it was not in the accepted quote.
Read the full walkthrough
Open the invoice
A customer disputes an additional workshop because it was not in the accepted quote.
- Record:
- Invoice dispute tracker · 01
- Owner:
- Accounts receivable specialist
Review the adjustment decision
Link the quote version and hold the disputed item for review without changing the invoice silently.
- Stage:
- Review pending
- Owner:
- Finance reviewer
Keep the disputed workshop line open
Keep the disputed workshop line open while the reviewer checks the accepted scope.
- Next action:
- Keep the disputed workshop line open while the reviewer checks the accepted scope.
- Owner:
- Account owner
What to include in your invoice dispute tracker
Keep the invoice in context
Keep invoice, line item, customer reason, scope reference, reviewer and adjustment decision together so the next person can understand the request or record.
When the next step needs a decision
A customer disputes an additional workshop because it was not in the accepted quote. Link the quote version and hold the disputed item for review without changing the invoice silently.
Keep adjustment decision visible
Keep the disputed workshop line open while the reviewer checks the accepted scope.
Choose what each person needs
Give the accounts receivable specialist a working view and the finance reviewer a review view. Keep invoice and line item attached to the decision as the work moves between them.
Questions about invoice dispute tracker
Start with invoice, line item, customer reason, scope reference, reviewer and adjustment decision. Describe who enters the information and who reviews the next step.