3
Credit a Policy Invoice
3.1
Click the Account button and locate the desired account using the Search window.
3.2
Click the Premium sub tab then click the desired invoice to display its profile.
3.3
Click Credit to display the Credit Invoice window.
A
Specify the date the credit applies. Defaults to today's date. Enter a new date by typing directly in the field in MM/DD/YYYY format or click the calendar icon and specify the date using the date picker tool.
B
Check if you are crediting to unapplied cash.
C
Check if you want to re-create the original invoice.
3.4
Click OK to credit the invoice.