A Dispute Hold is a temporary write-off booked against an account with the same effect on an account's balance as a standard write-off. Dispute Holds are subsequently either removed from the account or booked as permanent write-offs, either by explicit CSR action or by system action if the expiration date on the Dispute Hold is reached prior to any explicit CSR-action being taken upon it.
Dispute Holds
Overview
Creating a Dispute Hold
Getting Here: Click Accounts > search for an account > select an account > Statements & Invoices > Invoices tab
- From the Invoices screen, select an invoice from the Invoice Number field to display the Invoice details screen.
- Click Write-Off/Dispute Invoice.
- On corresponding screen, click Create a Dispute Hold.
- Select an invoice to create a dispute hold against from the list of existing invoices.
- On the corresponding screen, select the reason for the write-off from the Write-Off Reason drop-down.
- Enter any additional information detailing the write-off in the CSR Comments field.
- Click Create Dispute Hold.
- Confirm the accuracy of the write-off, then click Create Dispute Hold again to finalize the process.
A confirmation displays and the dispute hold is recorded in the list of disputes against the account.
