How to Change a Claim Line Submitted Charge.

Short answer: you can’t change the submitted charge (quantity or price) because this would change the balances in the accounting system. If you really need to change the submitted charge, you need to delete the incorrect claim and enter the claim again with correct amounts.

The only problem is that you really cannot delete a claim. In order to remove a claim from the oustanding balance of a customer, you have two choices:

1. If you aren’t worried about the inventory quantity, you can adjust the claim or claim line item off by entering an adjustment of the outstanding balance and posting it.

2. If you want the inventory quantity to be correct, you need to enter a credit memo order of the same price with a negative quantity. This returns the item(s) to inventory. Once you’ve done this, you will have a Claim/Invoice for $X and a credit memo for $X. Go into the Payments area and “pay” each of the Claim/Invoices for their opposing balances to remove them from future Customer Statements.

3. Now, you can enter the correct order you should have done in the first place.

Note: Deleting a Claim (history record) is the same process as deleting other history records; where you can’t do it directly, but must create an adjusting entry, such as Purchase Order History, Unpaid Invoice, or Journal History.