Payments

Purpose

With the agent-payment-amount-zeroed advanced setting, you can choose to zero the Amount field when an agent is entering a sweep payment on the Schedule Sweep screen. Changing the Amount field to zero forces the agent to enter the payment amount of the sweep payment.

Requirements

This setting requires True and False buttons.

Setting default

By default, the agent-payment-amount-zeroed advanced setting is set to False, so the Amount field on the Schedule Sweep screen automatically populates with the amount due on the associated policy.

Changing the default

To change the default, navigate to Settings > Advanced and search for agent-payment-amount-zeroed. Change the setting to True. The Amount field on the Schedule Sweep screen will now display $0.00, so the agent is forced to enter the payment amount of the sweep payment.