Compare the disputed charge with the agreed scope and the work delivered.
Set up the work
- Keep the signed scope and approved changes.
- Identify the invoice and milestone being challenged.
- Collect delivery and acceptance records.
- Include relevant requests to correct the work.
A long email thread can obscure the disagreement. Identify the deliverable, promise and response that matter to the claim.
Use the case record
The merchant workflow connects the owner, evidence and submission record. Use the response guide when the draft is ready for review.