Unbinding a Policy Pre Invoice Being Issued

Scenario number one - Invoice has NOT been issued (the Issue Invoices Task is still Outstanding)

The Invoice will need to be deleted - go to the three dots at the end of the row and select Delete Invoice -

This will bring up an additional pop up confirming you wish to delete the invoice -

This will then delete that invoice and you can go ahead with unbinding the policy.

Go to the Client Overview and select Policies under Policy Management

Using the three dots at the end select "View Policy" which will take you to this screen:

Go to the box in the top right corner with the three lines in it -

Click on "Unbind Policy"

This will generate another pop up, asking you to confirm the unbinding -

This will then take you to the policy page where it is at the "Quoting" stage with the Outstanding Tasks of - Issue Invoice & Bind Policy -

You will need to go to Proposals -

The Status will be accepted - click on the 3 dots

Select "Modify Proposal" and you will be taken to the Quotes section of the proposal process (No. 5) and you can edit the quote from there.

Continue through the Proposal Process and the Outstanding Tasks will be to Issue Policy Docs to Client and Create Invoice (the previous "issue invoices" can be ticked off by selecting "Mark as Done")

The new invoice will show the correct Admin fees (Broker/Insurer) and can be selected and sent out.