| Question / Issue |
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| How do I find a payment for a specific customer in InsurancePro? |
| Answer / Solution |
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- Go to the Payments menu at the top left of the screen and select Find Payments.
- Enter a date range at the top of the screen.
- Enter specific criteria such as Receipt #, Check #, browse for the Client, or type of Account.
- Click on the Find button.
- Once you find the payment, you can make further payment options as listed at the bottom right of the screen:
- Process Returned check
- Void Payment
- Mark as sent to Company
- Delete Payment
- Edit Receipt.
- You can then choose to reprint the receipt by clicking on the button at the bottom of the screen.
- To close this screen click on Done.
|
FAQ ID # 115
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