The system is designed to automatically default the payment amount on the Electronic Payment screen to the total amount due on the policy. This default payment amount can cover multiple invoices and even span across multiple policy terms. While this feature is convenient for paying the entire outstanding balance, it may lead to issues if the agent or insured intends to pay only a specific invoice amount.
To address this, the default-amount-due-policy-terms setting allows clients to configure the default payment amount to either $0.00 or the total amount due on the policy.
Setting Options:
- $0.00 Default: Select this option to start the payment amount at $0.00, requiring the user to manually enter the desired payment amount.
- Total Amount Due: This option keeps the default payment amount set to the full balance due, spanning across invoices and policy terms.
Configuring the Setting:
- Go to Settings > Advanced > Policies.
- Find the setting labeled
default-amount-due-policy-terms. - Choose False to default to $0.00 or Select True for total Amount Due to continue displaying the full balance.
This configuration helps ensure that the payment screen defaults to the option best suited to the client’s payment workflows.