Delete a claim

A claim opened by mistake or made to try things out can be deleted. Only a company admin can do it — nobody else sees the button.

A real claim the customer is still waiting on should be closed instead (see Deny a claim), so its history stays.

Delete it

1. 1Open the claim (the order's Claims button, or the claim's row on the Claims page).
2. 2Press ⋯ at the right of the claim's top bar, then Delete claim….
3. 3The red box names the claim — its number, the customer, the amount claimed and its status — and says what happens. Read the warnings in red: - The customer filed this claim themselves — they will no longer see it. - An offer was sent, or the customer accepted and signed the release — the signed release stays in the order's files. - This claim was PAID — the payment and refund lines already on the order stay. Deleting the claim does not undo money (see below).
4. 4Type the claim's number (for example CL-0003) in the box. Delete claim only wakes up when the number is right.
5. 5Press Delete claim.

What happens

• The claim disappears from the Claims page, every count and tile, the red number beside Claims in the menu, Ed's answers, reports and the crews' claim scores.
• The customer's claim link only says "This claim is no longer available".
• The claim's open tasks and their reminders are removed, and any workflow waiting on the claim stops.
• The order's log says who deleted it and when, for example "Claim CL-0003 deleted by Isaac Raz."
• There is no undo button. The order can get a new claim later if it needs one.

The claim's money (test claims)

When a paid claim wrote a refund on the order, the red box lists it, for example "Refund/payout $270.00 on order #1234 dated Oct 5, 2026 (check)", with a box Also delete the money for this claim — use this for test claims. It starts unticked.

• Unticked: the money stays on the order exactly as it is.
• Ticked: the claim's own refund line is removed with the claim — the order's received amount and balance go back to what they were before the claim, and the order's log says which line was removed. Nothing else on the order is touched.

Some lines always stay, and the box says why: a real refund to a card through your card processor (the money really went back), and a refund that took a share of a payment's card fee or discount (remove that one in Payments by hand).