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Home > User Documentation > Aria for Salesforce > Salesforce Connector 1.0 > Account Actions > Write-Offs and Hold Disputes

Write-Offs and Hold Disputes

Overview

From Salesforce, you can view write-offs and dispute holds by following the steps below. You can also create a write-off or dispute holds or settle a dispute hold for an existing account.

Displaying Write-Offs and Dispute Holds on an Account

Getting Here: Click Account > Aria Payments and Credits

  1. Click the Aria Payments and Credits button on the Account.

payments and credits.png

The Payments tab displays.

  1. Click the Write-Offs/Disputes tab.

The write-off and dispute hold history is displayed in real time from Aria.

  1. Click the Invoice link next to the write-off/dispute hold record to view the invoice line items.

writeoff tabv4.png

Invoice line item information displays.

invoice line items.png

 


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Last modified
20:46, 20 Jul 2015

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