Manual Product - Correcting transactions
Once a manual product (MP) policy has been issued, it is still possible to correct in bond. As there is manual input of the premiums during the set-up process, this feature is enabled to correct such errors. Permission Amend transactions is only available where you have permission. Permissions are updated…
Write offs (Payments in bond)
Write Off This option will write off the customers payment/NSF fee. After clicking the write off button a pop up will appear asking for a write off reason. The reasons available are: * Goodwill * Cannot contact the client (cannot collect) The option will only appear against payments showing as NOT paid. Whe…
Disputed Payments
A situation might occur where a payment shows as Paid in the Payments screen, but the payment might have been disputed and therefore status needs to change. A customer might contact you about this or you may see by logging into the payment processor like Worldline. How would we know if a payment is Disputed? B…
