Offset Settlement Agreement Missing Email Template

Use this page when the payer has offset or netted the invoice against another balance and is treating that settlement as agreed, but they still have not provided the settlement agreement, approval trail, or written confirmation that authorizes the offset. This is different from a simple manual setoff with no reference. In this scenario, the payer may have identified the other balance or even mentioned a settlement arrangement, yet the actual agreement that should support the netting is still missing. That changes the business problem. Your team is not only asking what was offset. You are asking whether there was any valid authority to offset it in the first place, on what terms, and for what exact amount. The email should force the payer to produce the settlement approval, reference the balances involved, and confirm whether any residual cash remains due outside the offset. It is commercially strong because the visitor is already dealing with a real collections shortfall where undocumented netting can easily hide avoidable revenue leakage.