Dispute Resolution Reply to Invoice Challenge
Respond when a customer questions a charge.
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Help me answer an invoice dispute. The customer's complaint (their words): [COMPLAINT]. The invoice and what was agreed: [INVOICE_AND_AGREEMENT]. Evidence I hold (messages, delivery notes, timesheets): [EVIDENCE]. My willingness to compromise: [COMPROMISE_LIMITS]. First list the facts that support each side, and which parts of the complaint appear valid based on the evidence. Then write: 1. A reply email of 120 to 170 words that thanks them, restates what they raised, explains what the records show, accepts any valid point, and proposes a clear resolution with a date. 2. Two alternative resolutions (credit note, partial payment, corrected invoice), each with the financial effect computed. 3. A call script of 80 words. 4. A credit note template. 5. An internal note to record the dispute and outcome. Stay factual and calm; do not accuse. If the evidence is weak, say so and suggest what to gather. For amounts or contracts at stake, suggest speaking to a lawyer in [JURISDICTION] [VERIFY].
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See an example result (fictional data)
Complaint: "You charged me for 12 hours but we agreed 8." Facts: estimate email of 3 March says 8 to 10 hours; timesheets show 11.5 hours; the client approved extra work by message on 19 March (3 hours). Valid point: the invoice rounded 11.5 to 12. Option A, corrected invoice: 11.5 x 75 = 862.50 (reduces by 37.50). Option B, credit note for 37.50 plus keep the invoice at 900; same effect. Reply (about 110 words): "Hi Sam, thanks for raising this. The timesheets show 11.5 hours, including 3 hours approved on 19 March. You are right that I rounded up. I will issue a corrected invoice for 862.50 today and attach the timesheet. If there is anything else you would like to look at, call me on Thursday." Record the dispute and outcome.
Illustrative only, made-up data. Your results will differ and must be reviewed.