This release resolves an issue where the Cancellation Wizard was incorrectly factoring insurance amounts into refund calculations, resulting in inaccurate refund totals. The updated logic now ensures that insurance is properly excluded before determining the refundable amount, preventing miscalculations.
- Insurance amounts are now properly deducted from applied payments before calculating the refundable amount.
- The system correctly excludes insurance from percentage-based cancellation item calculations.
- Insurance line items are retained on newly generated invoices to ensure proper total calculations.
For more details, check out this Cancellation Schedule Feature Online Help article — now with a new video!