Create Insurance Credit and Apply to Insurance Invoice

The following instructions are to create an insurance credit and apply the credit to an insurance invoice.

Instructions

1. Open an insurance invoice that has a negative balance.
2. Click the ellipsis.
3. Select Grant Credit.
4. In the Grant Credit modal, click the checkbox for Refund Insurance.
5. Input the amount of the negative balance.
6. In the Method field, select Other.
7. Click 'Save.'
8. Access Admin > Vendors/Partners > Insurance Companies > open the insurance company > Refund History.
9. Click the void refund icon for the Granted Credit line item.
10. In the Void Refund modal, input comments, if needed.
11. Click 'Apply.' Note: This action creates a credit for the insurance company that can be applied to an insurance invoice.