Remove a pending email or payment

You can remove a pending email or payment in the Processing screen of the Claims module. When you remove a pending email or payment, the email won’t be sent, and the payment won’t be processed. To remove a pending email or payment:

  1. Select Processing from the Claims menu.
    Figure 1: View of the Pending Emails and Pending Payments tables.
  2. In the Actions column of the Pending Emails or Pending Payments tables, select the red X next to the email or payment you want to remove.
    • When you select the red X next to a pending email, the Warning pop-up window will open, saying:

      Are you certain you want to remove <Claim Number – Date – Attachment – Named Insured> from the pending email list?

    • When you select the red X next to a pending payment, the Warning pop-up window will open, saying:

      Are you certain you want to void this payment?

  3. Select Yes to remove the email or payment. Select No to return to the Processing screen without removing the email or payment.

Usage consideration

You can sort the Pending Emails and Pending Payments tables by column. Selecting Date or File will sort the Pending Emails table by the column you selected in ascending or descending order. By selecting Date, Claim, Amount, Payee, Classification, you can sort the Pending Payments table by the column you selected in ascending or descending order.