4
Write Off an Overpayment
4.1
Click the Aggregate tab.
4.2
Search the desired policyholders from any sub tab.
4.3
Click the desired policy to view its summary information.
4.3
Click the Overpayments button.
4.4
Click the overpayment you want to write off from the overpayments list.
4.5
Click Write-off/Fee.
4.6
Create the Write off as follows
Date
Write off date. Enter the date directly in the field in MM/DD/YYYY format or click the calendar icon and set the date using the date picker tool.
Amount
Write-off / fee amount.
Type
Check the box corresponding to whether you are create a write off or a fee.
Comment
Provide any desired comments pertaining to the write off in this text area.
4.7
Click OK.