Refunds/Credits Screens

Credit Balance Screen: This screen will display credit balances and allows selection to begin the process of either refunding or transferring the money to a different claim.  Credit Balance Screen Details

Claim Credit Select Screen: This screen is displayed when a line is clicked on the Credit Balances screen, allowing the user to select the credit sources that will be refunded, or the credit sources and credit destinations for transfers. Claim Credit Select Screen Details

Claim Refunds Screen: This screen is displayed when credit sources are selected and the “Refund” button is pressed, showing the payment history for each line that can be refunded and allowing the user to enter the refund amounts appropriately. Claim Refunds Screen Details

Claim Transfers Screen: This screen is displayed when at least one source and destination claim have been selected for transfer, showing the payment history for each line with credits and summary detail for the open balances. This screen allows the user to enter the appropriate amounts for transfers between lines. Claim Transfers Screen Details