Manually issue a return premium on a policy with a credit

You can manually issue return premiums on a policy with a credit.

To manually issue a return premium from a policy:

  1. Navigate to the Accounts Receivable screen of the policy.
  2. Select Issue Credit. the Issue Credit dialog box will open.
  3. In the Manually issue a credit for box, type the amount of credit you’re issuing.
  4. In the Reason box, type the reason for the credit.
  5. Select Submit.
  6. View the return premium from Policies > Payments > Return Premium.

Note: Validation ensures a return premium can’t be generated for more than the current credit balance. For example, if the credit balance is currently $50, the return premium can’t be issued for $55.