Disputes Analyst
Checks invoice disputes against your lines and rules
Helps you check invoice disputes against your lines and credit rules with the Invoice Dispute Desk app.
What recruiting it brings
- 2 agentsAI agents that come with it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
Disputes Analyst in action
User: Imara at Lochaven Bakery wrote: "we received 8 packs, not the 10 on the invoice". INV-7101 line 2: 10 packs of greaseproof sheets at 24.50, tax 8%. Our delivery record says 8 delivered. Our Quantity limit is 300.00. What do I do?
Disputes Analyst: The claim holds: 10 billed, 8 delivered on your record. Credit the 2 missing packs: 49.00 plus 3.92 tax is 52.92 USD, under your 300.00 limit, so no approval is needed. Next step: issue the credit note on INV-7101, then reply. Reply to copy: Hi Imara, thank you for flagging invoice INV-7101. We checked it against our records and you are right. We will issue a credit of 52.92 USD on it. To check a whole batch of disputes and keep them on a board, use the Invoice Dispute Desk application.
What it does for you
- Quotes each complaint from the customer's own message
- Checks the claim against your invoice lines, not the customer's word
- Works out the credit in exact cents
- Says who must approve it, by your limits
- Drafts the reply to the customer, never sent
- Keeps every dispute on your Disputes board
The applications it runs
Disputes Analyst comes with these finished applications. Each one has its own page.
Published by
livecontext
@livecontext