Resume an invoice case in Business Portal

Pick up an invoice case where you left off by resuming draft invoice cases from Business Portal.

Before you begin

Role required: sn_customerservice.customer

Procedure

1. Log in to the Business Portal.

2. Select Requests > View submitted requests > View cases & tasks.

3. From the Categories list, select My Invoice Cases.

4. Select the invoice case to resume.

   Note: Invoice cases must be in the Draft state to edit and submit.

5. Select the Process tab.

6. Submit your invoice case using the invoice creation playbook.

   • Dispute a specific line item on an invoice against your account using the Business Portal
   • Dispute multiple invoices against your account using the Business Portal

Result

The invoice case is created and its state changes to New.

What to do next

Track the status of your invoice case. For more information, see View invoice case details in the Business Portal.

Follow up on your invoice case. For more information, see Communicate and share supporting documents for an invoice case from Business Portal.

Related topics

Configuring the Business Portal

Customer self-service for Sales Customer Relationship Management