Question / Issue |
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How do I enter a payment recieved from my customer? |
Answer / Solution |
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To enter a customer payment in InsurancePro:
- Bring up your customer's policy and from the Policy Summary Screen select Receive a Payment on the right side of the the screen.
- 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.
- What the payment is for (i.e. monthly payment)
- How the customer paid (i.e. check)
- Amount of the payment
- The bank account used
- Select when the next payment is due if applicable
- Enter any notes needed.
- Click Save to exit the screen
- Upon exiting the screen you will be asked if you want to print a receipt.
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Related Links |
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