Mark disputed invoices

Learn how you can mark invoices that are In dispute in Chaser for faster and more accurate reporting, helping you assign invoices to the correct schedules.

Last updated: December 20, 2024

Disputing an invoice within Chaser allows you to highlight invoices that your customers have contested. This feature helps streamline your workflow and ensures that disputed invoices receive the necessary attention from your team.

To mark an invoice as In Dispute, follow these steps:

1. Navigate to the Receivables tab and then select the Invoices tab.
2. Locate the invoice that is being disputed.
3. Click the three dots on the invoice's right side and select Dispute.
4. Choose the reason for the Dispute, add any pertinent notes, and click Open Dispute to confirm.

Marking invoices as In Dispute offers several advantages:

1. Efficient organization: Easily categorize invoices causing issues, saving time and ensuring they receive prompt attention.
2. Streamlined Workflows: Implement workflows to expedite reporting and resolution processes. For instance:
   1. Filter by disputed invoices and assign them to a designated schedule such as Disputed Invoices.
   2. Manage chasing activities by stopping or starting the follow-up process for disputed invoices in bulk.
   3. Set expected payment dates for disputed invoices in bulk.
3. Enhanced reporting: Generate filtered reports of disputed invoices and export them into spreadsheets for further analysis or sharing with relevant stakeholders.

By using Chaser's dispute feature, you can effectively manage invoice disputes, optimize your workflow, and ensure timely resolution of payment issues.

Related articles

• Receivables: Invoice view
• Invoice page
• Receivables
• Setting reminders in notes