Payments

On the Payments tab, you can review all payments applied to the policy regardless of which invoice is selected on the Invoices tab.

Payments are displayed in the grid. The grid columns contain valuable information about the payments.

ID – agent ID code
Invoice – invoice number
Date – payment date
Type – transaction type
- CR – credit
- DR – debit
Balance – remaining balance
Amount – payment amount
Description – transaction description, populated automatically
Payment Description – user defined payment description
Payment Type – type of payment received
Check No – check number, if applicable
Paid By – party making the payment
Check Date – date on which check was written, if applicable
Reference – reference ID code
PaidByID – ID code of the party making the payment
TransDate – transaction date

If there are multiple payments displayed, you can use the options in the Filter pane to reduce the number of payments displayed based on which type of payment was received.

AR – RB/Agent
AP – Company