Balance Due

The Balance Due Button on the receipt screen allows you to set up an AR suspense record while you are creating the receipt.  This creates a balance due on the customer folder and assures that the amount due will not be overlooked.

To create an AR record for a balance due, simply press the Balance Due button. 

  • Enter a Due Date for the payment
  • Enter a date to request cancellation of the policy if the agency is not paid 
  • You will notice that the Policy Drop down list has had the policy number from your receipt automatically inserted
  • Click Line Item
    • Enter Policy, Description and amount
    • Click Append Line
    • Then Print or click the back button



Have more questions? Submit a request


Article is closed for comments.
Powered by Zendesk