# Receivables dispute-resolution operation record checklist

Use this checklist to inspect a B2B invoice-dispute workflow. It is educational
material, not accounting or legal advice and not evidence of a live Koltra product run.

- [ ] The dispute preserves the customer statement, invoice, amount, reason, channel, and received time.
- [ ] Contract, purchase order, delivery or service evidence, invoice, credits, communications, and payment state have attributable sources.
- [ ] Classification distinguishes duplicate, short pay, pricing, delivery, tax, contract, and other variance without presenting inference as fact.
- [ ] Commercial concessions, legal positions, credit decisions, write-offs, and disputed facts remain with authorized finance or legal personnel.
- [ ] The disposition records the approving owner, authority, reason, evidence, and any blocked or missing fact.
- [ ] Every credit, correction, hold, promise, or collection action records its authoritative accounting-system result.
- [ ] The customer communication, remaining balance, payment trigger, and current owner agree with the receivables record.
- [ ] The operation ends as completed, human owned, blocked safe, failed contained, or unresolved.

Evidence assembly is not dispute resolution. Preserve the authorized disposition,
accounting result, customer communication, and owner of the remaining balance.

Canonical reference: https://koltra.ai/record/

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