Disputes

The 3 steps on how to work through disputed invoices

STEP 1: Add Dispute

| How to add a Tenant dispute to an invoice within the Navix application.

From the invoice record screen

1. Click “Add Dispute” at the bottom of the page.
   
   
   
2. In the popup window, select "Tenant" at the top
3. Select the appropriate dispute reason from the “Dispute Reason” dropdown menu.
   
   
   
4. Enter the appropriate recipient email addresses in the “To” field and the “Cc” field.
   
   
   
5. Next, select the email template that corresponds with the dispute reason selected in the second step.
   
   1. Ex: If “Reason: Unpaid Claim” was selected, select the same thing under the email template dropdown.
      

6. You can attach any of the required/necessary documents for the dispute in two ways:

   1. Pull in any documents already associated with the load by selecting any or all documents from the “Attach Documents Associated with Invoice” dropdown.
      1. This will attach the selected documents that are already appended to the particular invoice record.
         
      
      
      
   2. Add additional documents (not already associated with the load) by uploading documents using the “Click to upload or drag and drop files here” box.
      
   
   
   
7. Last, you can use the specific email template that is listed in the text box and/or adjust it to read any way you would like..
   1. NOTE: Make sure to update any parts of the email that are highlighted or have the word “UPDTATE” listed. This may be specific weights, freight class, NMFC, dollar amounts, etc…
      

STEP 2: Dispute Email Tracking

| How to track dispute emails after they have been sent. All outbound emails and any responses to those emails will live right within the Navix application. There is no need to monitor any additional inboxes outside of the application!

From the invoice record screen

1. Navigate to the “Disputes” tab.

2. Once on the “Disputes” tab, you will see a list of the disputes for that particular invoice record along with the outbound emails and responses to those emails.

   
3. The “Status” column will show which disputes are still open and which disputes are completed.
   1. NOTE: If there are multiple dispute reasons within the same dispute, the open dispute reasons are identified by a black indicator dot and the completed dispute reasons are identified by a green indicator dot.
      
      
   
   
   

STEP 3: Resolve Dispute Reasons

| How to resolve open dispute reasons.

From the “Disputes” tab

1. Identify the open dispute(s) that need to be completed and closed out.
2. Click on the “Resolve” icon on the far right-hand side of the pane.
   
   
   
3. A popup window will appear allowing you to select which dispute reasons to resolve.
   1. NOTE: If there are multiple dispute reasons within a dispute, you will have the option to select which dispute reason you are resolving. If all are resolved, check all boxes, if 2 of 3 are resolved, simply check the two boxes next to the dispute reasons you are resolving.
      
   
   
   
4. Once you have selected the appropriate check boxes, click on the “Resolve Disputes” button and the disputes page will update accordingly.