For the occasions when your agency receives from your insured premium installment payments (IN/OUT) for Direct Bill policies please follow these steps.

1.  To enter  payments go to Documents > Invoices > Take Payment > it is advisable to select a policy:

2.  Within the Take Payment screen, you can select or type in a title for the kind of payment you are taking > enter when and how the payment was taken > and select Take Payment.  Please note that this will create a "credit payment".

3.  Select the Actions tab to the right of the credit payment > select Pass-through Carrier > select Make Payment record the payment, and done!

Please see the following video demonstrating the NowCerts IN/OUT payment method.  I hope this helps!  Please let me know if you have questions.  

In/Out Payment (