An individual or organization that makes a payment on a policy but isn't listed as an insured or an additional interest is an unlisted payor. Typically contacts are given this role automatically when they are listed as the Payor on a payment. See Daily Cash Receipt > Submit a manual payment.
You can add an unlisted payor in the Contacts module. To add an unlisted payor, open the desired contact and:
- In the Role section, select Add a Role to open the Role dialog box.
- In the Role dropdown list, select Unlisted Payor.
- Select Done to close the dialog box and return to the Role section.
- Select Save beneath the Role dropdown list. A Save Completed pop-up window will open. No further information is needed.