Log payment promises and invoice disputes

How do you log payment promises and invoice disputes?

To log payment promises and invoice disputes, let Maito read replies to your reminders. A reply like "I'll pay Friday" or "this was damaged" becomes a dated case with the invoice attached. The chase for that invoice pauses, and a task goes to your tracker for a person to check.

How it's done today

A promised date or dispute stays buried in an email, and the reminder sequence keeps running.

What Maito does

1. 1.Read the customer's reply
2. 2.Record the promised date or the specific dispute
3. 3.Pause reminders
4. 4.Check the outcome on the due date

Example

Loop run: Reply received · Hooli on invoice 4402

SlackEmail

#finance

Maito APP 2:40 PM

Hooli Dental replied on invoice 4402, $1,550, 22 days overdue. What they said: payment goes out Friday Oct 23. They also said the balance should be $1,300. Logged: • Promise to pay on Oct 23, owner Omar. • Possible dispute: $250 difference, no reason given. Catch: the $250 matches a credit note in their July order that's still unapplied to this invoice. Source: Hooli's email and the accounting software. Reminders for 4402 are paused. I haven't changed the balance.

O

Omar 2:52 PM

@Maito the credit note is valid. Draft a corrected invoice for $1,300.

Maito APP 2:55 PM

Corrected invoice draft for $1,300 is ready for your review, with the credit note referenced. On Oct 23 I'll check whether payment arrived and tell you either way.

Example complete

How to set it up

What it won't do

Maito reads what customers write. It can't verify a claim such as damaged goods, so a person checks it.

Questions