The Payment Worksheet allows you to manage and view monthly payment histories for each customer for the past six months.

1. From the Agency Tools menu, select Payment Worksheet.
2. To generate the report, select an Insurance Company from the dropdown list on the right side of the screen and click on Start.
3. You will see a list of all clients written through the selected company and show their last 6 month's payment history.
4. You can make changes or corrections to the payment history by double clicking on the field to edit it.
5. To run reports for other companies, click on the Clear button, then select another company and click on Start.