Combine replacement, refund and money payable later
Record all parts of one customer agreement in the same settlement.
Reviewed 9 October 2026
WHERE TO GO
Customer claims → Resolve claim
Step by step
Select the claim and date.
Add each replacement model and issued quantity.
Enter only money paid now under Actual refund and select Pay from.
Enter money still owed under Amount to pay later.
Review the components and save.
Check replacement stock, the actual payment and the remaining claim amount separately.
Example
If replacement stock costs Rs 10,000, you refund Rs 1,000 now and owe Rs 500 later, the settlement cost is Rs 11,500. Only Rs 1,000 leaves cash or bank now.
What to check
- The settlement keeps inventory cost, money paid and money still owed as separate components.
Things to know
- At least one component must be nonzero.
- A claim settlement is not a normal sale invoice; do not duplicate the replacement as a sale.