Why can't I refund an Insurance Sale?

Note: Insurance sales cannot be refunded in the normal way.

What you can do instead is select 'Refund as Customer Credit'. This option is available at the bottom of an insurance sale and will refund the full amount of items on the sale (regardless of payments or discounts) to the customer as customer credit. If you cannot see this option, the most likely reason will be because the insurance sale is still in the quote stage. If the sale is at the quote stage you do not need to perform any refund, as it is not a sale.

The discount on the sale applies to the Insurance company only. The customer is still entitled to the full amount to use for replacement/new items, so therefore, the refund must always be for the full amount of the sale.

Note: If no payments have been made on the sale, another alternative is to select to convert back into quote. You can then enter in a new quote/sale with the correct details.