On the Accounting tab, you can view and manage invoices for the selected policy, view payments related to the selected invoice, review payments as a whole for the policy, view unapplied payments, and manage assigned contracts.
In the Account Current pane, you can view details about current accounting activity for the policy. Information presented in this pane is read-only, that is, it is compiled from data entered throughout the policy and cannot be edited in this pane.
Note: The DBC Agent Balance field only appears if the policy has at least one DBC invoice and a balance that is not null.
In the following topics we show you how to manage and review the accounting information for the selected policy.