Plan: All plans. Settlement as an outcome ties to Pro+ settlement recording where gated.
When the facts are clear, close the dispute so the invoice does not sit in limbo forever.
Where to close
- Invoice — when an open dispute is shown, use Close dispute and pick an outcome.
- Activity → Disputes — Review / close controls on the open card.
Outcomes (as labelled in the product)
- Debtor was right — chasing stays off. Amend or cancel the invoice in your books if the amount is wrong.
- Debtor was wrong — chasing may resume on this invoice.
- Settled — chasing stays off until you record a settlement; the agreed amount is handled in the settlement flow (see next article). Product copy may note that the agreed amount is not written on the dispute close alone.
Add an optional note for the audit trail (who agreed what, when).
After close
- The event should appear on the invoice timeline (“Everything on this invoice”).
- Only resume chasing when the outcome says that is appropriate.
- Never resume automation on a customer whose complaint you upheld without fixing the invoice first.
Exact labels and invoice-side panels are still being polished — if UI and state disagree, trust the open dispute record and Support, and log the mismatch.