Manage an accounts receivable hold or dispute

Steps

1. Open Accounts Receivable, select the company account and review its exposure and overdue balance.

2. To suspend new credit, enter Hold reason and choose Place hold; use Release hold after the authorised resolution.

3. For an invoice dispute, select the invoice, enter Dispute reason and choose Open dispute.

4. After investigation choose Resolve, or Clear where the dispute state should be removed, and confirm the refreshed status and history.