For owners and finance leaders handling delivery disputes
Resolve invoices stuck because nobody can say what was promised.
An invoice is overdue, but another reminder will not answer the customer’s question. Sales, delivery and finance each hold part of the story, and no one has the whole case.
Work the case in order.
The point is to resolve the reason payment is blocked, not to count a reminder as cash recovered.
Identify the invoice and reason
Record the invoice, the customer’s stated reason for nonpayment and the person responsible for the next contribution.
Reconstruct the promise
Gather the permitted agreement, milestone and acceptance criteria. Separate the contract from assumptions about what it says.
Compare delivery and acceptance
Bring together delivery records, customer correspondence and evidence of acceptance or the missing acceptance.
Put competing claims in view
Separate what each party says, what can be established and the questions requiring commercial or professional judgment.
Choose the authorized path
The right person decides whether the case needs evidence, correction, concession or a properly handed-over escalation.
Carry out the resolution
Coordinate agreed rework or customer communication through to the receiving customer’s use.
Reconcile the accounting effect
Only an authorized correction, credit or write-off reaches finance. A draft adjustment is not a completed accounting action.
Close and learn from the case
Record verified payment, an accepted resolution or a documented handoff. Consider whether the proposal or acceptance method needs correction.
Your dispute case working sheet
Use an invoice where the reason for nonpayment needs to be established.
- Which invoice, customer and stated reason are involved?
- What agreement or milestone describes the promise and acceptance criteria?
- Which permitted delivery records and correspondence support each account?
- What remains unknown and who can decide it?
- What authorized resolution, correction or escalation is being considered?
- Who confirms the customer received the agreed remedy?
- What finance action is authorized, and what evidence closes the case?
What stays with you, and what Markster carries
The arrangement is agreed for your company. The division of authority matters as much as the work itself.
Your company
- Finance retains authority for credits, write-offs and cash records.
- Commercial decisions and customer commitments stay with your authorized people.
- Specialist advice and legal action follow their agreed professional route.
Markster
- The agreed investigation, evidence preparation, coordination and approved communication.
- A case view that keeps the reason, evidence, competing claims and next responsibility together.
- The agreed follow-through and reporting, including changes to future methods when your company approves them.
The milestone was never accepted.
A customer says a milestone was never accepted. The work starts with the permitted agreement, delivery record and correspondence, so the people responsible can establish the actual commercial position.
If correction is agreed, the remedy must reach delivery and the customer’s receiving use. If a billing change is authorized, it reaches the accounting record through the proper action. The case closes on the evidenced disposition, not on a sent reminder.
An illustrative application; scope and responsibilities are agreed with your company. This example is not a reported deployment.
Owners who took on more
These are Markster-published customer accounts, not proof that every proposed function is deployed or that your company will see the same result.
When this is not the right fit
A good starting point includes an honest boundary. This arrangement is unlikely to fit if:
- You only need automatic payment reminders.
- The case has no usable source records, delegated authority or accessible decision makers.
- You need consumer debt buying or third-party legal collection, which is outside this arrangement.
Build the business you couldn’t before. Discuss your next move: markster.ai/start/ or hello@markster.ai.
Your next move
Work through the guide, then choose your next move.
The complete guide and working sheet are available on this page. Use them to outline the work your business needs.
If you want to discuss the example or apply it to your company, email Markster with your name, business and the work you have in mind.
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