Navigation:  Financials > Invoice/Credit Note > Invoice/Credit Note Functions > Reallocate Credit Funds

This function allows reallocation of the balance of a Credit Note for the Client / Broker so it can be applied to another invoice. The Balance then becomes unallocated cash.

 

The Client / Broker may request allocation of Credit Note funds to another Policy. You can do this by clicking the Reallocate Cr Funds the side menu.

 

 

Click on OK for both pop-ups respectively and the funds will be receipted as Unallocated Cash for the Client.

 

A withdrawal entry has been created and appears in the Financial Transactions Tab on the Credit Note screen. It explains that this has reallocated the funds, and they will be available to be used.