Invoicing & Payments (20)

Instructions for creating invoices, recording payments, issuing receipts, and managing agency receivables and payables.

How to Generate a Transaction Involving Premium Finance

Created by Richard Rosenthal, Modified on Thu, 28 Aug, 2025 at 8:09 AM by Richard Rosenthal
Combining Multiple Policies into One Invoice and Payment in Momentum AMS

Created by Richard Rosenthal, Modified on Wed, 12 Nov, 2025 at 10:05 AM by Richard Rosenthal
Managing MGA Business in Momentum AMS

Created by Richard Rosenthal, Modified on Fri, 4 Sep at 1:38 PM by Richard Rosenthal
Why Doesn't My Payable Match What I Invoiced the Insured?

Created by Richard Rosenthal, Modified on Wed, 16 Sep at 10:28 AM by Richard Rosenthal
Why Isn't My Policy or Payable Appearing Under Issue Payments?

Created by Richard Rosenthal, Modified on Wed, 16 Sep at 10:58 AM by Richard Rosenthal
How Do I Pay an MGA or Carrier and Account for Agency Commission?

Created by Richard Rosenthal, Modified on Wed, 16 Sep at 11:25 AM by Richard Rosenthal
My Premium Finance Down Payment Doesn't Match Momentum. How Do I Correct It?

Created by Richard Rosenthal, Modified on Wed, 16 Sep at 12:05 PM by Richard Rosenthal
How Do I Allocate a Premium Finance Agreement Across Multiple Policies?

Created by Richard Rosenthal, Modified on Wed, 16 Sep at 1:55 PM by Richard Rosenthal
How Do I Handle Return Premium or Refunds When a Policy Is Cancelled or Changed?

Created by Richard Rosenthal, Modified on Wed, 16 Sep at 2:51 PM by Richard Rosenthal
I Received a Payment Before Knowing the Final Premium. How Should I Record It?

Created by Richard Rosenthal, Modified on Wed, 16 Sep at 4:42 PM by Richard Rosenthal