Resolve disputes and collect

Step by step

1. Review overdue work AR Clerk

   AR Clerk reviews open balances against due dates and the applicable dunning policy. Check existing events before sending another band notice. A separate billing owner must not send duplicate communications for the same population.

   • Select the appropriate follow-up
   • Updates Invoices, Dunning policies, Dunning events

2. Investigate the dispute AR Manager

   AR Manager opens or reviews Disputes with the invoice, reason and amount. Open or under-review disputes pause the affected dunning route. Preserve the customer evidence and keep unrelated collectible balances visible.

   • Resolve the disputed basis
   • Updates Disputes, Invoices

3. Approve a credit adjustment AR Manager

   AR Manager or Controller / CFO decides the credit within the configured threshold. Approved by and approved at retain the actual decision. Applying the credit increases credit applied and reduces open balance without changing actual cash amount applied.

   • Authorize the supported balance adjustment
   • Updates Credit memos, Credit memo lines, Invoices
   ApprovalA person approves before the work moves on.

4. Manage the collection case AR Manager

   AR Manager assigns collections cases ownership and records external handoffs or settlement proposals. A promised settlement is not payment. Route write-offs to the separate Controller decision and retain any residual balance.

   • Record the collection outcome and next action
   • Updates Collections cases, Invoices, Disputes

AR Clerk

AR Manager, Controller / CFO and System carry the responsibilities shown at each stage.

Customer

And Sales Rep access remain within their own permitted scope.