MoveBoardA damage claim paid back to the customer is a settlement — a claim payout — not money the customer owes, and not a refund of the move.
Choose where the closing shows it
Settings › Documents & bill of lading › Claims › Claim payouts and settlements on the closing, for each branch:
- Under Taxes, taken off the Total Cost (the default). Quote Details lists Claims settled −$180.00 and Settlements −$150.00 right under Taxes. Total Cost and Payments Made are lowered by them, so Total Due is $0.00 after the payout. An invoice you make from the closing lists them too.
- At the bottom, not part of the balance. Total Cost is what the job came to and Payments Made what the customer paid. Claim payouts $180.00 (not part of the balance) and Settlements are listed under Payments Made.
Total Due is the same with either choice, so the customer's balance, portal, invoices, Send to pay and reminders never ask for a payout back.
What you see on the closing
Open the order and switch to the closing side (View Closing Info). In Quote Details, with the default:
- Claims settled −$180.00 under Taxes;
- Total Cost $2,187.00 (the job came to $2,367.00);
- Payments Made $2,187.00;
- Total Due $0.00, never "$180.00 (still owed)".
With several paid claims on one order, the line is their total.
Which money is a claim payout
| The money | Counts as |
|---|---|
| A Refund to card made from the claim | Claim payout |
| A refund made in Payments with This refund pays damage claim CL-… ticked, or picked on the claim under Already in Payments | Claim payout |
| A cash / check / Zelle part written in Payments from the claim (Also record it in the order's Payments) | Claim payout |
| A plain refund in Payments (overpaid, cancelled service…) | A refund of the move: it lowers Payments Made |
| A claim paid on the claim only | Nothing in the order's money |
A claim payout shows in Payments as Claim payout, apart from the Total.
Pay and commissions
Unchanged: everything paid as a percent of the total uses the total less the claims settled (a commission of the total, a crew member's % of the total, and any What's included rule — the claim counts there as Claims settled). Press Update payroll from closing on the order to pay on it.
Settlements
A paid settlement (money given back with no damage — see Give money back with a settlement) is taken off the total the same way, as its own Settlements line beside Claims settled. On the closing it is placed where the branch's choice says, next to the claims.
Elsewhere
The Profit card and the reports that read the closing's total (Income, Revenue, Receivables, Top customers, Sales by person, Commissions, the dashboard's closing income) read it less the claims settled — a payout is what the job cost you. The customer's portal, receipts, the bill of lading, Send to pay and payment reminders bill the job's own total and never show a balance for a claim payout, with either choice.