Accounting Options
How to Access
New Customer
- Open the Customer Center.
- On the Search page toolbar, click New Customer.
- On the Form Sections menu, click Accounting Options.
Existing Customer
- Open the Customer Center.
- Search for and select the customer you want to modify.
- On the Search page toolbar, click Edit.
- On the Form Sections menu, click Accounting Options.
Next Steps
Enter or change customer information by choosing each section of the form from the sidebar menu. Save your entries as often as you like or wait until you're finished entering data for the entire form. You don't lose information when switching between sections.
When you are finished, you have the following options:
- Save: Saves what you've entered and the form remains open.
- Save and Close: Saves what you've entered
and returns you to the Customer View page.
- For a new customer - the default view for the customer displays.
- For an existing customer - the Customer Overview appears.
- Exit: Closes the form without saving information
you've entered since you last saved the form and does one of the following:
- For a new customer when no information has been saved - Returns you to the Customer Search page.
- For an existing customer - Returns you to the Customer Overview for the customer.
Accounting Options is a section of the Customer data entry form. In this section choose customer settings that are different from those set up as agency defaults. You can enter or change agency settings in the Agency Setup data entry form.
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To add a new customer, you must enter data in the required fields before you can save data in this section. More... |
How to change the customer's account status
If the customer has no active policies with your agency, but you want to retain the customer information, click Make Inactive.
The button changes to Make Active so that you can re-activate the account in the future.
Key Fields
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Statement |
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Print Statement |
These options are set for all customers in Agency Setup. Change the setting for a specific customer by choosing a different option in this section. |
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Statement Print Group* |
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Receivables Reporting* |
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Invoicing |
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Print invoices for agency billed business |
These options are pre-filled for new customers based on the setting in Agency Setup, Invoice/Customer Statement – Agency forms Customization. Change the setting for a specific customer by choosing a different option in this section. |
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Print invoices for direct billed business |
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Premium/Non-Premium Option* |
These options are set for all customers on the Agency Setup data entry form. Change the setting for a specific customer by choosing a different option in this section. |
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Grouping Option* |
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Settings |
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Apply Late Charge |
A check mark is entered for this option when Agency Setup, Accounting Options, Late Charge Options is either “Generate Late Charges on a Percentage Basis” or “Generate Late Charges on a Flat Rate Basis.” Change the setting for a specific customer by removing the check mark. This option is one of three required criteria that allow Late Charges to be generated for the customer. The other requirements are: Chose to apply Late charge in Agency Setup, Accounting Options. Run Daily Process with Generate Late Charges selected. |
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Include in Aged A/R List for Collection Letter |
If marked, the customer is eligible to be sent a collection letter. Create a collection letter on the Reports - All window by choosing the Customer Aged Accounts Receivable Report, setting report criteria, and choosing Form Letter from the File menu. |
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Auto Apply Receipt* |
This option is set for all customers in Agency Setup. Choose a unique setting for the customer in this section. |
* Required fields