Agency Bill
Use this section to manage Agency Bill Invoicing, enter invoices, fees, search for invoices, adding installments, and adding quote invoices. Learn about paying agency bills how to show return premium to the customer.
About this course
Use this on-demand training guide to understand:
- Adding an Agency Bill Invoice
- Learn to access the Client Ledger to to effectively manage Agency Billing.
- Create an Agency Bill Invoice and understand how an Agency Bill Invoice affects the General Ledger.
- Add an Agency Fee or Carrier Policy Fee or Tax on the Invoice.
- Search for Policy Invoices from the Daily Processing Screen or the Accounts Receivable List.
- How to add Finance Invoices and what their effects are on the Client Ledger or on Company Payables.
- Learn to bill more than one policy (multiple) per Invoice.
- Learn how to clear old invoices from the account current reconciliation
- Adding a Finance Deposit
- Add a finance deposit (agency bill) when you collect the down payment (deposit) from the client.
- Understand the effects of a finance deposit on the client ledger and on company payables.
- Adding Installment Invoices or Pay Plans
- Create an Installment Invoice and enter the pay plan to determine the due dates.
- Learn how to edit a pay plan.
- Adding a Quote Invoice
- Learn the importance of Quote Invoices in Partner Platform.
- How to Create a Quote Invoice from the Client Ledger for a Policy.
- Agency Bill Payments
- Setting up a Policy for Agency Billing from Exit Steps
- Receiving Client Payment from Client Ledger, Client Quick Summary or the Add Receipt button.
- Understand how to process payments when there is a balance or a zero balance.
- Learn what to do when you need to enter multiple payments.
- Understand how to process an agency bill payment when the client pays the carrier directly.
- Learn to pay the account current with a credit card or pay the account current with no invoice.
- Learn how to pay a finance company for an Agency Bill Policy.
- Showing Return Premium to the Customer
- Learn to initiate the refund process, manage the credit, receive the funds and reconcile the account for cancelled or adjusted policies.
- Interactive Sessions: Self-guided learning, featuring try-it demos to simulate hands-on experience.
- Microlearnings: Viewing experience. Workflows are demoed to answer specific questions.
- Support Articles: Designed to answer workflow questions by providing step-by-step instructions.