Resolve invoice disputes and customer deductions

Match each disputed line or short payment to the signed scope, accepted work, approved time or changes, service records and agreed credits. Finance can decide a supported correction, collection response or legal escalation with the account owner.

A notice, complaint, missed commitment or disputed amount opens a case.

People in the process

FFinance & Commercial OperationsProcess Owner
DDeliveryParticipating Team
AAccount ManagementParticipating Team
LLegalParticipating Team

Records it works with

Relevant agreement, policy or governing record
Transaction, performance and payment history
Notices, communications and supporting evidence

The process is a starting point.The standards are yours.

Configure for the engagement, client requirements, data involved and applicable export-reporting scope. Contract, security and employment decisions use your approved review process.

Keep the work connected.

Finance & Commercial Operations

Find approved effort stranded outside billing

Compare approved timesheets and expenses with contract rates, PO coverage, change orders and billed lines. Finance can distinguish invoice-ready work from disputed scope and send the right exception to delivery or the account owner.

Finance & Commercial Operations

Separate revenue estimate changes from billing delays

Bring progress evidence, acceptance status, change approvals and revised costs to the period-end finance review. The accountant assesses recognition under the applicable policy while delivery resolves missing client evidence and forecast discrepancies.

Sales & Account Management

Hand signed commitments to the delivery team

Assemble the signed agreement, SOW, proposal demonstrations, security answers, pricing and sales promises for the project lead. Resolve contradictions before the team plans unsupported functions, staffing or controls that the client expects.

DLI

Explore all IT & services processes.

Order for the work. Room for the people.