28 October 2016

Declarations, quote summaries and policy applications | Documentation for screen settings | Documentation for database setting

  • Via a new setting, the Fee line item may now be hidden on Declarations, quote summaries and policy applications when the fee total is $0.00.
  • Via a new setting, the policy number and quote id may now appear in bold format
  • Via a new database setting, category information can be shown on the first page of the Declaration, quote summarie and policy application with its associated line item

Agency billing | Documentation

  • A new setting accommodates agencies who prefer to bill the insured

Invoices coming due report | Documentation | Video (3:01)

  • Two columns were added to the report to help manage accounts: Invoice Type and On Auto Pay