Manual Payments
On the 'Check out and Pay' page you will have the option to select Manual payment. Manual payments are offered so that you have the option to accept other forms of payment like cash or cheque or e transfer. If you pick Manual Payment on the Check out and pay page, you will not be required to enter any payment met…
Renewals in pocket
Customers who use pocket can now select their renewal term (when available) and change the payment frequency & payment type of that term. With a switch to monthly payment frequency, if previously Annual, in Pocket the insured will now be able to accept their new PFA (premium finance agreement) right from pocket. W…
Manual Product - Manual Payments
When you are setting up a new policy for Manual Product, on the 'Finalize the payment details' page you will have the option to select Manual payment. Manual payments are offered as an option so that you can create a payment schedule and accept other forms of payment like cash or cheque or e transfer. As soon…
How to change payment dates
The Payments tab is located on the lower right of the customer profile screen. There is a payment tab for each policy. Press the arrow next to the policy period to expand. Shown here: How to change one payment date * To change one payment, click on the date field for the payment and a calendar will pop …
Payment Action buttons
What are the payment action buttons and how do they work? Each payment in the Payments tab has its own action buttons depending on the status. Payments marked as Declined Declined payments will not have an Action icon (3 dots). See article : Declined payments for more information. Payments marked…
Change or Delete a Payment Method
Brokers can change or update payment methods in bond. Customers also have the ability to change payment methods in pocket. For more information on pocket, see this article: Payments in pocket. For brokers in bond, here is how the feature works. Change Payment Method From the Payments tab in bond, go to the…
Write offs (Payments in bond)
Write Off This option will write off the customers payment/NSF fee. After clicking the write off button a pop up will appear asking for a write off reason. The reasons available are: * Goodwill * Cannot contact the client (cannot collect) The option will only appear against payments showing as NOT paid. Whe…
Manual Product - Binder Bill
If you need to read about the 'Finalize the payment details' section - please refer to Article - 'Manual Product - Payment details'. * Once you have completed the 'Finalize your payment details' screen, you can select Binder Bill, shown here: * The popup message appears asking you to confirm the c…
