Record claim money owed to the customer
Keep an unpaid claim amount separate from money already paid.
Reviewed 9 October 2026
WHERE TO GO
Customer claims → Resolve claim
Step by step
Find the received customer claim and choose Resolve claim.
Set the settlement date.
Enter any replacement or actual refund already given.
Enter the agreed unpaid amount under Amount to pay later (Rs).
Save and inspect the outstanding amount on the claim.
What to check
- The unpaid amount is shown as outstanding; cash or bank is not reduced for that unpaid portion.
Things to know
- Do not enter an unpaid promise as Actual refund.
- Use the claim payment action when you later pay it, so the claim’s outstanding amount also updates.