The following instructions are to credit/refund an insurance company.
Instructions
- Open an invoice with a negative balance, or, post your payment to an invoice to create a negative balance.
- Click the ellipsis.
- Select Grant Credit.
- In the Grant Credit modal, click the checkbox beside Refund Insurance.
- Enter amount of credit.
- Select Method from the dropdown menu.
- Click 'Save.' Note: To review the Refund and Credit history for an insurance company, access Admin > Vendors/Partners > Insurance Companies > open an insurance company.