Correcting Receipt Errors in Policy Profiler

You can correct receipt errors by editing the receipt transactions. Edit the receipt when you have mistakenly entered the wrong company, transaction type, transmit date, reference number or payment method. Once a receipt has been entered you CANNOT edit the payment amount or the amount tendered. If the amount of the receipt was entered incorrectly, you must void it and enter a new receipt with the correct amount. Receipts are edited or voided from the Active Receipts Database.

Important: If you have already printed transmittals and have made changes to any receipts, you must reprint transmittals before you mark receipts.

To edit a receipt:

1. On the Transmittal Reports menu, use the Down arrow key to move down the menu. Highlight menu item M – Edit Receipts and then press the Enter key.
2. On the Active Receipts screen, highlight the receipt you want to edit and then enter V to View the receipt transaction detail.
3. On the Receipt Entry screen, enter U to Update (edit) the receipt.
4. Make the necessary changes.
5. Press F10 to save the changes.
6. Optional: Enter P to print the receipt. (Depending on the circumstances, you may need to mail a new receipt to the insured.)
7. Enter S to Store (save) the receipt.
8. On the Active Receipts screen, choose one of the following options:
1. Select another receipt to edit and repeat numbers 2 through 8.
2. Press the Esc key once to return to the Transmittal Reports menu.
9. Reprint your transmittals. (Refer to the document titled End-of-the-day closeout steps in Policy Profiler and begin with Step 2: Print Transmittals and Verify Receipts. When you are finished printing transmittals and verifying receipts, go to Step 3: Mark Receipts.)

To void a receipt:

1. On the Transmittal Reports menu, use the Down arrow key to move down the menu. Highlight menu item M – Edit Receipts and then press the Enter key.
2. On the Active Receipts screen, highlight the receipt you want to void and then enter D to Void the receipt.
3. The following confirmation message displays: Void Receipt Number XXXXX? Select Yes to void the receipt.
4. On the Active Receipts screen, choose one of the following options:
1. Select another receipt to edit and repeat numbers 2 through 8.
2. Press the Esc key once to return to the Transmittal Reports menu.
5. Reprint your transmittals. (Refer to the document titled End-of-the-day closeout steps in Policy Profiler and begin with Step 2: Print Transmittals and Verify Receipts. When you are finished printing transmittals and verifying receipts, go to Step 3: Mark Receipts.)