Agency Bill - Paid-in-full

Agency Bill - Paid-in-full

Print Please see the following step by step for Agency Bill paid-in-full: *  Create an invoice for Accounts Receivable (AR)

• go to Policy from left navigation menu
• search for policy >
• actions >
• endorsement / commissions >
• endorsement fees and taxes >

• Actions > Add New or Edit existing endorsement 
  
• select the billing type (agency bill paid in full) >
• enter premium and all nonpremium >
• generate transactions >
• check for accuracy >

• save and create an invoice for receivable >

• Go to documents >
• select "issue payment" > Add New

• select the payable >
• select the net commission amount (next field down) >
• select the agent >
• uncheck the "show remittance box" >
• select add (bottom right) >

• "Make payment" record when made