Create a Cancellation Invoice Only When a Policy Cancels with an Account Balance Due
- When enabled, the
create_cancellation_statements_with_account_balancesetting ensures that cancellation invoices are only generated when a policy is fully cancelled with an account balance due.
- By default, cancellation invoices are always generated when a policy fully cancels, whether or not there is an account balance due.
- To enable this setting, contact IWS via a ticket.
Allow Agent to Change Billing Schedules
- Currently, agents can update a policy's billing schedule on the Secure Checkout page and in the Payment Sweep in the Payments module of the Agent Portal.
- Updated settings allow agents to change the billing schedule in the Accounts Receivable screen of an active policy. To enable, contact IWS via a ticket.