Payment Declines and Errors
Declined payment process When a payment declines, via the payment processor, automatic retries, NSFs fee (Non Sufficient Funds) and emails are created in the platform. Here is the process of what will happen, along with any suggested actions: Quick Guide In short, here is the flow: * 1st payment attem…
Registered Letter Process
A policy can be cancelled by registered letter for the following reasons: * Nonpayment * Underwriting reasons * Claims frequency * Other Important Notes - before sending a registered letter When a policy is sent on a registered letter for cancellation and the client is subsequently reinstated, our system …
Payment Action buttons
What are the payment action buttons and how do they work? Each payment in the Payments tab has its own action buttons depending on the status. Payments marked as Declined Declined payments will not have an Action icon (3 dots). See article : Declined payments for more information. Payments marked…
