Invoice dispute workspace

Resolve billing disputes with the invoice, correspondence and delivery evidence together.

Replaces: the disputes tab in the AR spreadsheet and digging through email for proof of delivery

Westfold Packaging · Invoice dispute workspace

Invoice dispute workspaceWestfold Packaging

Elena MarshAccounts receivable managerEM

Open disputes: 7; 1 investigation step overdue
Amount: $31.2k; Disputed only; undisputed balances stay due
Resolved: 11; Last 90 days, outcome recorded

Invoice	Issue	Owner	Next step	Status
INV-20418	Short shipment claim	Dan Kowalski	Recount Nov 15	Investigating
INV-20352	Billed list, not contract price	Marco Diaz	Price sheet, Nov 12	2 days late
INV-20377	Says order never arrived	Elena Marsh	Send response	Ready
INV-20391	Freight billed twice	Elena Marsh	Approve credit	Ready
INV-20402	Damaged cartons	Elena Marsh	Photos, Nov 17	Waiting on customer
INV-20410	Received 36 of 40 rolls	Dan Kowalski	Recount Nov 16	Investigating
INV-20395	Didn't expect price increase	Elena Marsh	Reply by Nov 18	Response sent
INV-20330	Damaged pallet	Elena Marsh	Closed Nov 12	Resolved
INV-20318	Rush delivery fee	Elena Marsh	Closed Nov 8	Resolved

Showing 9 of 18 disputes

Ran today at 8:00 AM

Refreshed balances on 7 open disputes from QuickBooks

Pinecrest Grocers · $6,480

Sales owes the signed price sheet

2 days late

Owner reminder, drafted for review

To: Marco Diaz <marco.diaz@westfoldpack.com>
Subject: Pinecrest price sheet for INV-20352, 2 days overdue

Hi Marco, Pinecrest Grocers is disputing $6,480.00 on INV-20352. They say their contract price for produce trays is $7.50 a case, and we billed 1,200 cases at the $12.90 list price. I need the signed price sheet you agreed with Pinecrest to confirm which price applies. It was due Nov 12. Can you add it to the Pinecrest folder in Drive today? Thanks, Elena

Invoice: INV-20352 · issued Oct 5 · $15,480.00
Disputed: $6,480.00: 1,200 cases of produce trays billed at $12.90 list instead of the $7.50 contract price
Undisputed: $9,000.00, paid Nov 6
Next step: Marco Diaz, sales, uploads the signed price sheet; was due Nov 12

History

Nov 12Price sheet step went overdue
Nov 6Pinecrest paid the undisputed $9,000.00
Nov 5Elena asked Marco for the signed price sheet, due Nov 12
Nov 2Case opened from Pinecrest's email

Runs on its own

Reminds owners about open investigations

It opens cases from disputed-invoice emails, refreshes balances from QuickBooks, links delivery evidence from Drive and reminds owners about overdue investigation steps.

Waits for you

Credits, refunds and accounting changes

Every credit, refund and accounting change needs finance approval, and every customer email is a draft you review. It never edits invoices in QuickBooks.

Works with

QuickBooks
Xero Accounting
Stripe
Gmail
Google Drive

Invoice dispute workspace

Ran today at 8:00 AM

Reminds owners about open investigations

Credits, refunds and accounting changes

Works with

What it keeps track of

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