Dispute an invoice

SETUP:

• As an Admin user, navigate to "Admin Master Files Activity"

• Add a new record in the upper-right-hand corner of the grid.

• Set the "Activity Base" as "Dispute" then set the description to notate that it is a customer dispute.

• Make sure you save before continuing.

• Next, navigate to "Admin Settings & Utilities Site Options (Options)"

• In the "Customer Portal" section, enable the "Dispute Activity" field by setting it to "Dispute."

• Save at the top of the page.

• In the customer portal, select the invoice/s you want to dispute.

• Select the blue "Dispute" option above the grid.

• In the "Dispute" window, select a Reason Code, enter a dispute note, then select "Submit Dispute."

• In the client, a record will appear on th customer's Account Detail notating that they disputed the invoice.