Handle a disputed invoice
Give each dispute a shared workspace for documents, questions and decisions, whether you run the business yourself or with a small team.
Request a demoA customer challenges an invoice by email. You need to understand why, find the documents and get an answer. A shared workspace gives that work a structure you can use for each case.
Fictional example: a €1,200 service invoice and a customer requesting a €120 discount. The panels illustrate the stages of the case.
Gather the invoice and the reason for the dispute. The customer accepts an invitation to join the workspace with their own access.
Add your quote. The customer provides their order. Each document helps establish what was agreed.
Ask when the discount was confirmed. The customer adds your confirmation email. The answer stays alongside the supporting documents.
Propose a €120 credit note. The people responsible review the terms and sign if they accept them. The agreement states what still needs to happen.
Signatories receive the closing record. Use the agreed terms to issue the credit note in your accounting software and follow up payment.
RIGA changes neither the invoice nor the parties’ accounting. Resolution depends on their agreement and does not guarantee payment.
Store the invoice, quote and supporting evidence in the relevant case.
Direct questions and assign tasks so the work expected is clear.
Refer to the proposal and the people’s approvals when organising the next steps.
If the disagreement persists, arrange for a lawyer or mediation professional to join the existing workspace. Within their granted access, they can review documents, exchanges and positions to understand what remains unresolved.
The workspace list separates active cases, drafts and archived cases. Open the relevant case to review its documents, questions and tasks and pick up the work.
Yes. They must accept the invitation to contribute documents, respond and record any agreement. RIGA cannot compel participation.
Let your assistant review authorised documents and prepare responses. You decide which resolution to propose to your customer.
Retain the agreed terms and their history after the dispute. Each signatory keeps a copy they can verify independently of RIGA.
Invoicing from Odoo? Every refused invoice opens a shared case with your customer, nothing re-keyed, and the credit note you issue in Odoo closes it.
The demo walks through a disputed invoice: gathering supporting documents, preparing a response with an AI assistant and recording an agreement with the customer.
Request a demoThe complete workflow, including both parties’ agreement and delivery of the closing record, was demonstrated in a development environment with test identities.