Your customer can use TermSync to dispute an invoice. This allows for centralized communication and quicker resolution. Below is an overview of how your customer disputes an invoice from their customer portal.
Your Customer's Experience - Disputing an Invoice
1. Your customer will log into their customer portal. Here they will see their current account statement. By clicking on a specific invoice number, they will see the option to Dispute under Available Actions.
2. After clicking on Dispute, a pop-up will appear:
a. The customer can Dispute the entire amount or Dispute part of this payment.
b. Additional information for the dispute can be entered in the Reason for Dispute (required).
c. In the Disputed drop-down menu, they will select one of the reasons you created.
3. You will receive a notification of the disputed invoice. The stage you will see for the given transaction is Disputed.