How to Enter a Chargeback on a Multi-Car Policy

Follow the steps below to enter a chargeback for one or more vehicles on a multi-car Auto policy.

1. Click the Sales tab.

2. Locate the policy you want to charge back, then click the Edit icon to open it.

   

3. On the Sales form, locate the Add Premium per Car section beneath the Written Semi-Annual/Annual/ Finance Charge Premium field.
4. Check the box next to Add Premium per Car to expand the section.

5. Enter a Chargeback Date for the specific vehicle(s) you want to charge back, or use the field at the top to apply the same chargeback date to all vehicles on the policy. When you're finished, click Update Sale.

   

6. To view the chargeback:

   • Click the Bonus tab.
   • Select the appropriate Team Member.
   • Select the bonus month that matches the chargeback date.
     • Please allow the system time to recalculate after entering a chargeback date.

   In this example, the chargeback date is August 28, 2026, so August 2026 has been selected. The chargeback appears under the Chargebacks category and is deducted from that month's bonus.

If you have any remaining questions after reviewing our Help Articles, please send an email to [e-mail]. Please be descriptive and include as much info as possible in order to expedite a resolution. You may also visit the Support tab, located at the top of the page, for additional helpful resources!