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How to Log and Manage Invoice Disputes in NetSuite

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May 29, 2025
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📌Invoice disputes often start in the inbox. Whether it's a customer replying to an invoice email or raising concerns via a collector portal, logging these disputes into NetSuite shouldn't be a manual hassle. With Oracle NetSuite’s built-in email integration and third-party collector portal options like Kapittx, you can centralize and automate dispute tracking for faster resolution and fewer missed follow-ups.

Below is a step-by-step guide to logging invoice disputes in NetSuite from email and collector portals.

Steps to Log Invoice Disputes from Email and Portals in NetSuite

Step 1: Use NetSuite’s Email Integration & Capture

Go to Setup > Company > Email Preferences and Setup > CRM > Preferences

  • Enable email capture and attachment logging for customer communications.

  • NetSuite can capture incoming emails and store attachments on the relevant customer record or invoice transaction.

  • Configure message linking rules to associate email content (including disputes) with the right transaction or customer.

This setup helps ensure that every dispute email is stored alongside the correct invoice without manual uploads.

Step 2: Enable Automated Dispute Logging via Workflows

Go to Customization > Workflow > Workflows > New

  • Create a workflow triggered by incoming email or file attachment events.

  • Define criteria such as the subject line includes “Dispute” or an attachment is present.

  • Use the workflow to create a dispute record, link it to the appropriate customer or invoice, and assign it to the collections team.

This automation ensures dispute tickets are logged the moment a qualifying email is received.

Step 3: Manually Log Disputes

Go to Transactions > Customers > Customer Record > Activity Tab, or open the relevant Invoice

  • Click “Add Dispute” or go to the Disputes subtab (if enabled).

  • Enter key details:

    • Dispute Amount

    • Reason Code

    • Supporting Notes or Attachments from the email

  • Save the record to register the dispute formally.

If no automation or portal is set up, this method ensures disputes are still tracked properly inside NetSuite.

Pro tip: Pairing NetSuite with Growfin gives collectors an intelligent AR command center where disputes can be flagged in real time, logged against the correct invoice, and routed for resolution, without jumping between email, spreadsheets, and ERP. It keeps dispute handling fast, trackable, and audit-friendly.

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