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You are here: Home / Orders / Claim / How to Delete a Claim/Line Item (or any history record).
«« Claim Submission HistoryHow to Change a Claim Line Submitted Charge. »»

How to Delete a Claim/Line Item (or any history record).

Short answer: You can’t delete claims. You’ll notice the icons or options to delete a record while in claims pending are not available. A claim cannot be deleted. In order to remove a claim from the outstanding balance of a customer, you need to adjust it off the customer’s account.

You can adjust the claim or claim line item off by entering an adjustment of the outstanding balance and posting it. However, note that the inventory quantity has not been fixed with this adjustment. If you plan to enter a corrected claim, you need to enter a return of the item (credit memo) before you enter a corrected claim.

Page Tags: Claim, Delete, How, Line
«« Claim Submission HistoryHow to Change a Claim Line Submitted Charge. »»

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