Direct Bill
Use this section to manage Direct Billing including adding and paying a Direct Advance, Managing Direct Bill Commission Checks, Using the Direct Bill Commission Downloads and Paying Companies.
About this course
Use this on-demand training guide to understand:
- Direct Bill Payments
- Setting up a Policy for Direct/Company Billed payments in Exit Steps
- Adding a Direct Advance (sweep) and understanding the different payment methods.
- Learn how to process payments when there is a balance or a zero balance.
- Learn what to do when there is a need to enter multiple payments.
- Enter a Direct Advance when the Client over or underpays.
- Receive a payment for multiple direct bill policies.
- Process direct advance payments to the company with a credit card.
- Learn to edit and delete direct advances as well as unapply payments and edit invoices with an applied payment.
- Pay a Company One Check/EFT for Multiple Direct Advances or Any Direct Payables.
- Managing Direct Bill Commissions
- Receive commission checks using multiple options depending on your workflows.
- Issue a commission return on a direct bill.
- Enter a direct bill commission receipt with MVR or other expenses. (Appraisals, Advertising etc.)
- Activation and Permissions for Direct Bill Commission Downloads
- Understand how to find which company downloaded the commission statement.
- Activate the company direct bill commission download.
- Learn how to change permissions to view the direct bill commission downloads as an Administrator.
- Processing Direct Bill Commission Download Statements
- Learn how to access the Downloaded Commission Statements.
- Process unassigned entries, verify and post downloaded commissions.
- Learn how to correct entries that show up in red.
- Understand how to delete direct bill commissions and the impact.
- Learn the different Commission Download transaction types.
- Paying Companies
- Learn how to pay a finance company instead of the carrier.
- 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.