Selecting the tab for Chargebacks from within a cycle will cause a pop-up to appear asking the user if they want to apply Chargebacks. There are simple search and Advanced Search features. The page is referred to as the ‘Applied’ Chargeback list page to distinguish it from the Chargeback list page for all Chargebacks (Commissions > Chargebacks).
The popup to apply will appear after selecting the tab for Chargebacks but will not appear again once Chargebacks have been applied. The popup includes an option to apply less than 100%. The system will apply that percentage to as many chargebacks that can be paid up to the Agents Net. It is usually better to leave the percentage at 100% and then use the Chargeback Allocation page to reduce the amount of Chargeback applied for selected Agents.
Only Chargebacks for the Issuers selected for the specific run will be applied.
Refer to the section for Chargebacks for additional details on the process.
Popup to Apply Chargebacks that appears when the Chargeback tab is selected
Chargebacks (Applied) List page in a cycle:
The following columns are displayed in the (Applied) Chargeback list page:
- Agent ID – Comissio ID for the Agent.
- Name – name of the Agent or Business Name if designated an organization.
- Policy Number – identifier for the Policy.
- Issuers – Carrier/Company for the Policy.
- Processing Date – Processing date from the Chargeback detail.
- Chargeback Amount – Total amount for the Chargeback for the Agent.
- Applied Amount – amount applied this cycle.
- Balance – outstanding amount of the Chargeback after amount applied from this and previous cycles.
- Notes – notes entered in the Chargeback detail page.
Options when expanding the chevron on a line in the page will display the following options:
View Chargebacks – will open the display-only detail page for the selected Chargeback.
View Chargeback Allocations - opens the Chargeback Allocation page with more details of the Chargeback records that have been applied and allows changing the allocated amounts.