To enter a customer payment in InsurancePro:

1. Bring up your customer's policy and from the Policy Summary Screen select Receive a Payment on the right side of the the screen.  You can also access this quickly by selecting Receive a Payment from the Transactions section on the upper right side of the screen.
2. Enter the payment information:
   • Choose whether the payment is going to be an agency check writen to the fFinance company OR You are sending the customer's check to the Insurance or Finance company.
   • Payment for - Enter what the payment is for (i.e. monthly payment)
   • Method - How the customer paid (i.e. check)
   • Amount of the payment
   • The Bank Account used
   • Next payment due on: - Select when the next payment is due if applicable
   • Enter any notes needed.
3. Click Save to exit the screen
4. Upon exiting the screen you will be asked if you want to print a receipt.