Unapplied Payments

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