Overview
In Fergus, if a customer raises concerns about an invoice, you can manually mark it as Disputed. This crucial step allows you to track and manage the situation effectively, ensuring that issues are resolved promptly and your customer relationships remain strong.
Mark An Invoice As Disputed
Here is how to mark invoices as disputed:
First, open the invoice
In the top-right corner, click the ellipsis button next to where it says approved
From the dropdown, select "Mark as Disputed"
You will be prompted to enter notes. Use this space to record any details about the dispute, including what the customer raised and any relevant context. These notes will help you track the issue and refer to it later. Once you have completed the process, click "Mark as Disputed." The invoice will now appear in the orange "Payments" column, indicating that follow-up is required.
Please note: A warning symbol will also appear on the Invoices tab in the job card to alert you that this invoice has been marked as disputed.
Mark A Dispute As Resolved
Once you have resolved the dispute with the customer:
Return to the same invoice
Click the ellipsis button in the top-right again and select Resolve Dispute.
Enter notes detailing how the dispute was resolved — the more detail, the better for future reference.
Click Resolve Dispute to complete the process.
Conclusion
Take advantage of the Dispute feature to proactively address payment issues and guarantee that no detail is overlooked. Stay in control and ensure your financial transactions are always secure.