TABLE OF CONTENTS

Step 1 - Enter the Agency Bill Policy 

1. From the applicant’s Overview tab, locate the policy.

2. At right, click Actions, select Edit.

3. At Billing Type, select Agency Bill.

4. At Written Premium, enter net premium amount.

5. Click Save Policy.


Net premium includes policy premium and commissions only. Taxes and fees are added as line items on the invoice.



Step 2 - Create the Invoice


1. From the Overview tab, click the Actions button.

2. Hover over Additional Actions.

3. Click Add Invoice.




4. At Invoice Type, select Single Invoice.

5. Verify the Due Date.

6. Add Line Items for taxes and fees, if appropriate.



7. Click Create Invoice, or click Save as Pending to finish it later. 


Pending invoices are located on the customer's Invoices tab in the Pending Transactions grid. There are two options for working a pending invoice. 1 - Click the Bill to edit and/or create the invoice. 2 - Delete the pending invoice.


8. Once an invoice is created, go to Actions to see the Reverse, Pay, Print, and Email options. 



The Pay option is where you collect a payment and create a New Receipt. To create a New Receipt: 


1. At Comment, enter carrier name and last four digits of policy #.

2. At Deposit, select the appropriate day’s deposit reference #, or leave it set to None.

3. Click Save.

4. Payment is received, applied and ready for deposit - to pay the carrier.