Account Bill

Note: Users must have the authorities, "Manage Billing Accounts" and "Change Payor," (Billing group) to add Account Billing.

Account Bill consolidates the billing process into one (1) invoice when an insured has multiple policies, thereby reducing the number of individual invoice mailings to insureds. Account bill can initially be set up on a new business policy or it can be done as a Billing transaction.

Adding an Account Bill (New Business Policy)

On the Billing Information screen:

• Method: Direct Bill
• Pay Plan: Select one (1) from the combo box.
• Bill To: Choose Account.
• Manage Billing Accounts: Click the Manage Billing Accounts link.
• Answer Continue to the confirmation: "The policy will be saved to show the current billing account information."

When the Manage Billing Accounts screen displays, click Add Billing Account. This displays the Add Billing Account screen with the name and address of policyholder #1 shown; click Save.

On the manage Billing Accounts screen, you are now ready to link a policy to it.

• Opposite the policy being linked, click in the grey radio button. This places a green arrow opposite the policy, indicating it is now linked.

Rate and issue the policy.

To link other policies to an existing client, on the Billing Information screen, just follow the instructions above and make sure you select the radio button opposite the policy (or policies) that are being linked.

Unlink a Policy

To unlink a policy from the Manage Billing Accounts screen:

• Click the green arrow next to the policy you want to unlink.
• In the Bill To Change for <Policy #> section, select a new Bill to.
• Click Accept.
• The policy is unlinked, and the green arrow is removed opposite the policy.

Apply Payment to Account Bill

From the Billing quick links when the Statement Display screen is shown:

• Click Make a Payment.
• Amount: Enter the amount of the payment.
• Payment Method: Select from the combo box.
• Check Date: Defaults to the system date; can be changed.
• Account Payment: Select, placing a check in the field.
• Check Number: Enter, if necessary.
• Apply Payment: Select.
• "Payment Successfully applied. To go back to Billing, click the Return button."
• Click Return.