Select the Billing option (in the Quick Links Tree View) to access the Account Information screen. At the bottom, the Statement Display screen automatically defaults.
Fields displayed include:
Payment Summary / Payment Detail (Combo Box): Allows viewing of the cash detail and billing charge credits. To view the entire contents of the Statement Display screen's Grid View section, use the scroll bar located on the right of the screen.
Show Billing Account Detail: Allows the viewing of all policies, and their corresponding billing information, if this is a billing account (i.e., one account containing multiple policies).
Actions: Once various payments and /or adjustments have been made, an Actions column is displayed. Items displayed in the columns can include:
Blue Reverse Arrow (Mouse Hover = "R"): Indicates you may reverse a payment.
C (With a Circle and Line) (Mouse Hover = "W"): Waive Miscellaneous Charge.
Red Circle (Mouse Hover = "N"): Non-Sufficient Funds check.
Broken Two Way Arrow (Mouse Hover = "T"): Transfer Payment
Clicking on any of the above returns only the action or actions you can make against the Statement line.
Note: If your company does not wish to view the Policy Submission lines in the Statement Display, you can hide these by setting the "Hide Submission Lines" (Billing / Display folder) system setting to "True."
Ver: The version of the policy (e.g., 1 = New Business, 2 = Renewal and any other increment of one is a Renewal.)
Trans Date: The policy's transaction date.
User: User initiating policy transaction.
Policy Number: This column is only displayed when the Show Billing Account Detail is checked and this is an account bill policy.
Src: Transaction source (e.g., Rec = Receipt, Inv = Invoice, Not = Notice).
Description: A description of the transaction.
Check #: If a payment has been applied by check, the check number.
Type: The type of transaction.
Due Date: The date the transaction is due.
Billed: The amount billed for the transaction.
Paid: Any amount paid toward the premium due.
Balance: Balance due on policy from the insured.
Policy Image Num: Image number of the policy. The image number is updated as endorsements, adjustments and installments are billed.