Please see the following step by step for Agency Bill paid-in-full:

*  Create an invoice for Accounts Receivable (AR)
  • go to Policy from left navigation menu
  • search for policy >
  • actions >
  • endorsement / commissions >
  • endorsement fees and taxes >


  • Actions > Add New or Edit existing endorsement 
  • select the billing type (agency bill paid in full) >
  • enter premium and all nonpremium >
  • generate transactions >
  • check for accuracy >


  • save and create an invoice for receivable >


        


[quick "unofficial" video]
https://www.loom.com/share/595848ae93da4d1188bc874f6c9cb10a

Record payment when received

* Create "issue payments" for Accounts PayableIn the policy details screen -
  • Go to documents >
  • select "issue payment" > Add New

  • select the payable >
  • select the net commission amount (next field down) >
  • select the agent >
  • uncheck the "show remittance box" >
  • select add (bottom right) >



  • "Make payment" record when made