Description

The electronic account module has a dedicated option in order to credit or debit accounts; to access this option, the user will need to click on the CREDIT AND DEBIT option form the account module as shown below.

Open

Credit and debit accounts

To process a credit or debit movement from this option, the managing agent will need to filter first of all the customer type that will be affected, meaning, agency or corporate.

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As explained in previous documents, for agencies the office ID is to be used and for corporate, the customer ID will be required. After completing the information click on SEARCH

Once the search operation is completed, the system shows an account summary for the requested account.

This option will allow the user to perform an ad-hoc debit or credit to the selected account, this is commonly used when balancing the account due to involuntary issuance or errors.

After clicking on the CREDIT DEBIT button the system will show a new page with an account summary, and a secondary section that will enable the CREDIT/DEBIT option an AMOUNT box and finally a REFERENCE, once those fields are completed, the ADD button will be enabled.