Mark a sale issued
Updated
Record the day a policy issued, or that it never will.
1 minute · The owner, or the person who wrote the sale
1
Open Sales and choose Sales Log.
2
Press the Pending pill on the sale.
3
Keep It issued picked.
4
Check the Issued Premium and the Issue Date.
5
Press Save.
The pill turns to Issued, with the date.
When it will not issue
The owner can press It won’t issue in the same window, pick a reason and press Confirm. The sale stops counting as pending.