On the Unapplied Payments tab, you can view any payments for the producer that is assigned to the selected policy that have not yet been applied to an invoice.
The payments shown in the grid are read-only, that is, you cannot edit the payments. The grid columns show useful information about the payments.
- ID – agent ID code
- Date – payment date
- Type – transaction type is UN for unapplied payments
- Description – transaction description, populated automatically
- Balance – remaining balance
- Amount – payment amount
- TransDate – transaction date
- Check Date – date on which check was written, if applicable
- Check No – check number, if applicable
- Payee Name – name of the payee
- Payment Description – user defined payment description
- Payment Type – type of payment received
