↩️ Refunds

A uni-directional payment that gets sent to an entity. They receive an email that allows them to cash out their payment with a method of their choosing.

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API Refs

Refunds allow you to return funds to a policyholder for a previously paid premium.
This is useful for policy cancellations, overpayments, or other adjustments. Each refund must be linked to an existing policyholder.

A refund requires a policyholderId and an amount.
You can also include an optional memo to describe the reason for the refund.

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Pro tip

Refunds are processed as separate transactions and will appear in the AgentSnap dashboard under the associated policyholder.

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Important

Ensure the policyholder ID is correct, as refunds are final once processed.