Note: You must have authority to enter cash receipts (Billing group).
Cash Receipts: Single Entry applies payment on a per policy basis. When using this type of posting, a client's account is updated immediately once an entry is made.
To apply a single receipt:
Access the policy.
From the Quick Links Tree View, select Billing from the Quick Links Tree View.
Select Make a Payment and make the following entries / selections:
Amount: Enter the dollar amount of payment.
Payment Method: Select from the combo box. Depending on the selection you make here, you may be required to enter additional information (e.g., Check Date, Check Number, etc.)
Submit Payment: Amount is applied to the account.
Click Return to go back to the Statement Display screen.