Marking jobs as complete

Step-by-step instructions and best practices for marking jobs as complete.

There are two paths you can take to mark a job as complete. When a job has a conflict, you can choose to not resolve it and mark the job as complete or you can go through dispute. The following example focuses on the latter. 

When a job has the Dispute status, the option to enter the results is displayed on the job details page. Click Enter Results.

You are presented with four options: Success: Resolved the full discrepancy amount, Partial success: Resolved for a different amount, Not successful: Current invoice amount is accurate, and Dispute skipped. Choose the one that matches the situation.

Success: Resolved the full discrepancy amount

You will be asked to select how was it resolved - the options are Refund/Reimbursement, Credit, Charge reversed. You will also be prompted to upload a final invoice documenting the recovered amount.  Although this step is optional, we recommend doing it to ensure you have proper documentation. Once finished, click Done.

Partial success: Resolved for a different amount

Choosing the Resolved a different amount option will prompt you to enter the final invoice amount and to upload a final invoice. Although this step is optional, we recommend doing it to ensure you have proper documentation. Once finished, click Done.

Not successful: Current invoice amount is accurate

Choosing this option will give you the opportunity to record notes to document what happened. Although this step is optional, we recommend doing it to ensure you have proper documentation. Once finished, click Done.

Dispute skipped

Choosing to Skip dispute will give you the opportunity to record notes to document what happened. Although this step is optional, we recommend doing it to ensure you have proper documentation. Once finished, click Done.

Verifying final invoice

After uploading a final invoice and choosing how was it resolved, the job status will change to Verifying until the final invoice has been matched.
recovery8

final invoice - recovery
Once verified, you'll see that your job is already marked as complete. You'll also see the discrepancy which has been recovered, and the documents you uploaded.


recovery completed