Correct a customer claim settlement or payment

Step by step

1. 01

   Open the claim history and identify the incorrect settlement.

2. 02

   If you paid an outstanding amount against it, reverse the relevant payment first.

3. 03

   Use Reverse settlement on the original settlement.

4. 04

   Enter the required reversal date and reason, then confirm.

5. 05

   Review stock, Money and the outstanding claim amount.

6. 06

   Create the correct settlement only after checking the reversal succeeded.