> For the complete documentation index, see [llms.txt](https://docs.centousapps.com/insureful/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.centousapps.com/insureful/app-installation/manage-app-settings/claims.md).

# Claims

### Accessing Claims

1. **Go to Claims Page**:
   * Navigate to the Claims page from the main menu.
   * Here, you can view all claim requests and their statuses.
2. **Check Claim Status**:
   * Filter claims by status (Pending or In-Progress) to focus on the claims that need your attention.

<figure><img src="/files/at1Pkp2oEcykaNXfbFhS" alt=""><figcaption><p>Overview of Claims Page</p></figcaption></figure>

### Managing Claims

#### Edit Claims

1. **Edit Claim**:
   * Click on the **"Edit"** button next to the claim you want to manage.
   * You will be redirected to the Order Claim Request Page.

<figure><img src="/files/I9LdC5qHIMAaAJLBtC5E" alt=""><figcaption><p>Find the Edit Button </p></figcaption></figure>

1. **Approve or Reject Claim**:
   * Review the reasons for the claim.
   * Click on the **"Claim Status"** or **"Fulfill Claim"** button to either approve or reject the claim.

<figure><img src="/files/tLHq8i7asSYERe5h2mcH" alt=""><figcaption><p>Find the Claim Status and Fulfill Claim</p></figcaption></figure>

#### Cancel Claim

1. **Cancel a Claim**:
   * Click on the **"Edit"** button next to the specific order in the claim menu.
   * Click on the **"Claim Status"** to cancel or reject the claim.

<figure><img src="/files/hwUQ27hwNEqvxOq6fiET" alt=""><figcaption><p>Popup for Cancel Claim</p></figcaption></figure>

#### Refund Claim

1. **Refund a Claim**:

   * Click on the **"Fulfill Claim"** button.

   <figure><img src="/files/xYzVNffN7GlnAruapMXp" alt=""><figcaption></figcaption></figure>

* A **"Fulfill Claim"** popup will appear.
* Select the **"Refund by Amount"** option and insert the refund amount.
* Click on the **"Claim"** button.

<figure><img src="/files/In2A5lFsuybd3dQW4lr5" alt=""><figcaption><p>Popup for Refund Claim</p></figcaption></figure>

* You can either partially refund the amount or fully refund the claim amount to the customer as per your store policies.

#### Re-Order Claim

1. **Reorder a Claim**:

   * Click on the **"Fulfill Claim"** button and select the **"Re-order"** option from the dropdown menu.

   <figure><img src="/files/9Dwpo9x1PT91qViNAlrP" alt=""><figcaption></figcaption></figure>

* Insert the number of reordered hats that need to be reordered, or choose to reorder the entire order.

<figure><img src="/files/saR5OQ10U4E2Cdl9KEJR" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/XswrEvGZrVVr7IPXpWOI" alt=""><figcaption></figcaption></figure>

* Click on the **"Claim"** button after entering the required information.

#### Store Credit:

#### Go to **Fulfill Claim**

* Navigate to the **Fulfill Claim** section from your claim management dashboard. Click on the dropdown menu under **Select Claim Type** to view available options.

<figure><img src="/files/3Seywqn0xCjeKBN4sfg1" alt=""><figcaption></figcaption></figure>

* Choose **"Store Credit"** from the dropdown list to issue the customer a store credit for the claimed item. In the text box, provide a short explanation for issuing store credit.

<figure><img src="/files/cZAE8H4tHCVUt9ybvVzc" alt=""><figcaption></figcaption></figure>

* After entering the necessary details, click **Add Store Credit** to complete the process.

### Claim Statuses in Request List

* **Requested**: The customer has requested a claim.
* **In Progress**: The customer service team is reviewing the claim.
* **Approved**: The claim is valid; the merchandise will be reordered, or the amount will be fully refunded to the customer.
* **Partially Approved**: This applies to multiple orders in a single shipment, meaning only part of the claim was valid and approved.
* **Cancel**: The claim is denied due to false claims or improper activity.

### Allowing Claims from the Front End

1. **Enable Claim Form**:
   * Go to theme customization from store themes.
   * Add the Insureful Claim Form extension to the page where you want to display the claim form.

<figure><img src="/files/NTKTcNOMswKzb6BULMz9" alt=""><figcaption><p>Enable Claim Form</p></figcaption></figure>

1. **Customer Claim Submission**:
   * Customers can enter the email ID used to place the order, the order number, and the reason for the claim.
   * After filling in the details, they can submit the claim.

<figure><img src="/files/lM4ARpPz59h3D38guKKy" alt=""><figcaption><p>Insureful Claim Page</p></figcaption></figure>

<figure><img src="/files/yxT9fSxuuRquOSuljCga" alt=""><figcaption><p>Find the Claim button</p></figcaption></figure>

<figure><img src="/files/iHq1x7YURlMm3moDPxAj" alt=""><figcaption><p>Find where to Insert reason , add the images of the product and button to submit to request for claim</p></figcaption></figure>

1. **Email Notifications**:
   * Both the admin and the customer will receive email notifications for the claim request.
