Disputes management in My DSO Manager

Identification and dispute management are key elements of My DSO Manager.
Indeed, disputes delays collection and degrades customer satisfaction.
They are also the consequences of malfunctions in the sales process.

It is therefore necessary to identify them as soon as possible and then mobilize the internal actors in your company to solve them quickly.

Dispute management process

First key principle, the practice of preventive collection, that is to say before the due date of the invoice, which allows to be informed earlier of the existence of a dispute.

It is therefore important to include this preventive collection in your scenarios, between 15 and 5 days before the due date of the oldest invoice of the customer account.

This preventive collection makes it possible to quickly become aware of disputes; the client explaining the reasons that would prevent the payment of invoices.

Dispute identification

Step 1 :

Upon receipt of a dispute, by phone, email return , or through the My DSO Manager interactive web page, the collector assigns the appropriate "dispute" status to the concerned invoice(s) ( dispute price, litigation quality ...) and fill in detail the causes of the problem.

Dispute information through the My DSO Manager interactive web page

Item qualification with the appropriated status

In My DSO Manager the status are 100% customizable to be adapted to the typologies of disputes encountered in your activity.

Step 2 :

My DSO Manager propose to send an email to the client to confirm the consideration of the dispute, or to an internal actor of your company so that he takes care of the resolution of the dispute. This resolver can have different roles depending on the dispute: commercial, sales assistant, technician ... etc.
You can choose to send an interactive internal email, so that the resolver can access the customer's account from a dedicated page, and also add a comment on the concerned invoice(s).

Internal interactive Email

The #Hashtag allow you to insert dynamic content to your email, such as the list of invoices affected by the dispute. The details of the dispute previously entered is also included to avoid re-entry.

Internal interactive web page

Step 3 :

The invoice(s) are automatically excluded from the collection scenario to prevent them from being collected until the dispute is resolved. A specific dispute follow up action is then created.

Specific action

Step 4 :

This specific action will be "live" until the dispute is resolved.

The collector is responsible for all outstanding debts. He therefore follow customers when invoices are not on dispute and he follow the internal actors of his company when a dispute has been detected on an invoice.

Dispute resolution

Once the dispute is resolved, the recovery officer changes the status to "Litigation Resolved". The affected invoice (s) may be restarted either by following the defined recovery scenario or by a specific action.

Status modification

Dispute management

Dispute management is conducted via the Dispute report.
This report identifies the main causes and the amount of outstanding receivables. It also gives the breakdown by customer (in number and amount), as well as by type of dispute, in order to understand which customers or sectors of the company are affected by these malfunctions.

Dispute report

My DSO Manager calculates the average delay of dispute resolution by typology (administrative disputes, quality, price ...), which allows you to identify, treat cases and carry out an action plan to optimize the resolution of disputes.

You can now:

Access the online demo
Create your user account and use My DSO Manager

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