View installment schedule

On the Accounts Receivable screen, on the Billing Overview tab, you can view and open the Installment Schedule from two separate locations:

• The Balance Details section
• The Account History section.

To view the installment schedule:

1. Under either Balance Details or Account History, select the Installment Schedule link
2. In the Installment Schedule dialog box, in the Installment Schedule, view the following information:
   • Due date: The due date of each installment invoice.
   • Premium: The amount of premium billed for each installment.
   • Fees: The fee amount billed for each installment.
   • Total: The total amount billed for each installment.
   • Total Written Premium: The amount of total written premium billed for the entire policy term.
3. To close the Installment Schedule dialog box, select Done.

View revisions

Revisions made on a policy will display in the Installment Schedule dialog box.

To view revisions:

1. Select the open icon next to Revision Made.
2. On the Information tab, in the policy header, under Revision, you can do either of the following:
   • Use the arrows to navigate through revisions made to the policy.
   • Select the Show Revision History link.