There are times when your Customer contests an Invoice you’ve sent them based on an inaccuracy or a dispute. It is possible within The Business Edge to create an indicator on the Invoice in question that would notify a user when an Invoice is contested. The contested feature was created in order for you to mark Customer Invoices as Contested and optionally type in a note as to what the issue is with that particular Invoice. A contested invoice can still be paid through the Cash Receipts system.
To contest an open invoice, open customer inquiry found in the Inquiries dropdown located in the top toolbar.
After selecting the customer, on the right-hand menu under Additional Information, Invoices and checks click on Open Customer Invoices.
Highlight the Invoice you would like to mark Contested. Then, on the right, under Additional Information, select F5, Contested.
You will now be in the Edit Invoice – Contested screen. Your options are None, Mark Contested, Remove Contested and Remove Contested/Notes. Select the action you would like to take on the invoice.
When you choose to Mark Contested you have the option to type in additional information under the Contested Comment field related to why the Invoice is being Contested. This feature allows you to continually go back to a Contested Invoice and update actions as well as edit the notes. When the issue with the Invoice is resolved simply go into the Invoice through your Customer Inquiry/Open Invoices and select to remove contested or remove contested/notes.
When an invoice is marked contested you will see a box to the left of the Invoice due date while in Customer Inquiry, Open Invoices. If there are any Contested Comments they become visible when you hover the mouse over the box. The Invoice number is highlighted and the comments show underneath.
At this point you have the option of entering in on the Invoice which brings you into the Invoice Inquiry screen or you can click F5 Contested on the right and choose one of the options under the Take Action field.
