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
- Update bill whom
- View payment details
- Select invoice frequency
- Update bill how
- Set up auto-pay
Inbound payments
- Add check payments
- Add money order payments
- Add cash payments
- Process batch payments
- Remove payments
- Print the Deposit Receipt
Commissions
- Add commission payments
- Process commission payments
- Clear commission payments
- Make manual commissions adjustments
- Manage Agent Commission Reports