Dealing with Partial Disputes in Direct Debit Emailer

You can partially dispute transactions in Direct Debit Emailer when a collection is at provisional status. This is where a customer is disputing some, but not all of an invoice.

  1. Search for, then expand the applicable collection list.

  2. Expand the applicable account to see the transactions, then right-select on a transaction and select Dispute Transactions.

  3. The transaction opens in Dispute Handler.

  4. Expand the document to view the detail lines (if they are not already showing). Select on the yellow flag to raise a dispute. The Raise Dispute dialog is displayed.

  5. Enter the Disputed Amount, then choose a Reason Code. Refer to Maintaining Dispute Codes if you need to add additional reasons.

  6. Enter further information about the dispute in the Comment field.

  7. The Due Date field is automatically populated. Select a different date if applicable.

  8. Select Post. A message displays stating the Paylist has been successfully refreshed. Select OK.

  9. Select the Comment icon to view the comment against the document.

  10. A Dispute document has been created in IRIS Financials and is added to the collection list. The collection amount is reduced by the value of the dispute document. The invoice that is being disputed is displayed in User Field 1.

Partial disputes can be amended if part of the dispute is resolved. Refer to Amending Partial Disputes in Direct Debit Emailer for more information.

Removing a Partial Dispute

You must remove the Dispute status from the applicable Dispute document once the issue has been resolved. Doing so will allow you to add the disputed amount back to a collection list or allocate it with a credit note if applicable.

This topic assumes you are familiar with running enquiries and creating documents. For more information, refer to Document Enquiry Functions .

  1. In IRIS Financials, go to Enquiries > Document Enquiry and enter the details of the Dispute document you are searching for.

  2. Expand the document, then right select on the disputed line and select Remove Dispute.