Invoicing & Collections · Pricing
Credit, Refund & Billing-Dispute Administration
Starting at$250a month
What the price covers
5 credit/refund/dispute cases with approved treatment
What we do
- Open approved credit/refund/dispute cases; collect the evidence
- Prepare the proposed adjustment; coordinate approval and administer the approved resolution
- Investigate the complex case and escalate unresolved facts
- Review approved treatment and supporting records
What you get
Closed cases or documented escalation, with credit/refund support.
Not included
Approving concessions or releasing refund payments.
Every Step. All 12.
- 01Log the customer's credit, refund or dispute requestMonthly cases · Operations
- 02Collect the invoice, payment and correspondenceMonthly cases · Operations
- 03Confirm who can approve the proposed concessionMonthly cases · Operations
- 04Trace the request to the original invoice and payment5 cases/mo · Operations
- 05Calculate the proposed credit or refund from approved facts5 cases/mo · Operations
- 06Obtain the company's decision on the treatment5 cases/mo · Operations
- 07Prepare the approved credit note or refund handoff5 cases/mo · Operations
- 08Record the resolution and supporting approval5 cases/mo · Operations
- 09Investigate conflicting records or payment history1 complex case/mo · Operations
- 10Escalate unresolved facts before any concession is processed1 complex case/mo · Operations
- 11Check the approved amount and supporting evidenceMonthly review · Senior accountant
- 12Confirm the customer balance reflects the authorized resolutionMonthly review · Senior accountant
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