Export return premiums

Return premiums are exported from a central queue and can be exported to any vendor of a client’s choosing, including QuickBooks and Intaact.

Prerequisites

Before you can export a return premium to a vendor, you must be integrated with the desired vendor. See Integrations documentation for information on how to integrate with your chosen vendor.

Export the return premium

  1. Navigate to Policies > Payments > Return Premium.
  2. Locate the return premium you want to export and select the Red X next to it. See Figure 1.
    Figure 1: Red X on the Return Premium screen.
  3. The Clear Return Premium dialog box will open and offer two options:
    • Delete Record
    • Mark Exported

      Note: This option exports the return premium to the desired vendor.

  4. Select Mark Exported.
    Figure 2: The Clear Return Premium dialog box.
  5. Select OK and the return premium will display on the vendor’s site.