Return premiums are exported from a central queue and can be exported to any vendor of a client’s choosing, including QuickBooks and Intaact.
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
- Navigate to Policies > Payments > Return Premium.
- Locate the return premium you want to export and select the Red X next to it. See Figure 1.
- 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.
- Select Mark Exported.
- Select OK and the return premium will display on the vendor’s site.