Transfer Converted Payment

Note: You must have the authority, "Transfer Converted Payment," (Billing group) to process this cash adjustment.

The Transfer Converted Payment may be used when data has been converted and appears in the Converted History Data Grid. This adjustment is similar to the Transfer Payment adjustment used on existing policies.

1. Access the policy, and click Billing from the Quick Links Tree View.

2. Choose Transfer Converted Payment from the Adjustments combo box.

3. Amount to Transfer: Enter the dollar amount of the payment being transferred.

4. Transfer to Policy: Enter the policy number the payment is being transferred to.

5. Accept: Select the Accept button.