Billing documentation

Accounts Receivable

  • Link policies
  • View premium records
  • Write off premium
  • Write off custom fees
  • Navigate between policy terms
  • Manage non-pays
  • Edit billing dates

Inbound payments

  • Add check payments
  • Add money order payments
  • Add cash payments
  • Process batch payments
  • Remove payments
  • Print the Deposit Receipt

Commissions