View Voids in BindHQ

You can use the Voids Listing to view a list of voided transactions and the attached details.

To access the Voids Listing, go to the "Accounting" tab on the left sidebar, select "Journals" and then select "Browse & View Voids" from the available list.

The Void Detail page displays:

• Customer type - any of the following entities saved within BindHQ:  Insureds, Retail Agencies, Marketing Companies, Tax Authority, Suppliers

• Customer name - the UI displays both the customer type AND

• Memo - this is a free text box

• Transaction Date - this is the date the Void was created in BindHQ

• Posted Date

• Created By

The On-Screen Void Listing page displays all the Policies to which the Void applies.

For each of these Policies, the page displays the following columns:  Policy, Billing Type, Insured, Reference, Description, Transaction Date, Effective Date, Total and Amount.  

• The Policy column hyperlinks to the individual Policy page included in the Void

• The Insured column hyperlinks to the Insured Detail page in the CRM

• The ID column hyperlinks to the Journal Detail [Insert Link] page which provides detailed information

• The grey button on the right hand column hyperlinks to the Invoice for the particular Policy

You can click on the ‘View Receipt' button to see the Receipt to which the Void applies.