Billing and Accounting

Determine Agency Commission paid in a given period
There are multiple ways of seeing agency commission payments your agency has received in a given period (which is what you would normally transfer from the ...
Thu, 6 Jun, 2019 at 11:59 AM
General Ledger Chart of Accounts
Nowcerts does not offer full General Ledger accounting. We do keep track of all insurance related accounting transactions, which can then be exported to a G...
Thu, 6 Jun, 2019 at 1:22 PM
ePayPolicy
HOW ePayPolicy Works:   Both the agent and the insured can pay an invoice through ePayPolicy. - Agent: after you create an invoice, you will see a new o...
Fri, 7 Jun, 2019 at 7:53 PM
Setting up Export to QuickBooks (QB)
Before you do any exporting of Nowcerts accounting items to your QuickBooks account, you need to do a quick initial set up. After clicking on Miscellaneous...
Fri, 7 Jun, 2019 at 7:54 PM
Merchant services options in Nowcerts
Currently we have integrations with 3 merchant services vendors that allow you to take payments integrated into your Nowcerts account. The three are   -...
Fri, 7 Jun, 2019 at 7:55 PM
Setting up a schedule of Expected Commission Payments
How to set up a schedule for Projected or Expected commissions:   If you edit a an endorsement or create a new policy, you will see an option to create a ...
Fri, 7 Jun, 2019 at 7:56 PM
Managing Endorsements with Endorsement Statuses
We've added a "status" for each endorsement, so agencies can manage endorsements that need follow-ups. When you enter an endorsement, set ...
Mon, 13 Jul, 2020 at 4:18 PM
Billing Types
Things to keep in mind when choosing what type of billing you need to use: What is the breakdown for the premium due (down payment, financing, PIF)? Are ...
Mon, 10 Jun, 2019 at 1:10 PM
Endorsements
Endorsements are defined as changes to policy coverages and conditions. Some endorsements result in a change to the Premium while others do not. Depending o...
Mon, 10 Jun, 2019 at 1:10 PM
How can I delete an endorsement?
We have deliberately made it impossible to delete endorsements for E&O purposes. You can either edit the endorsement and put 0 for Premium (and everyth...
Mon, 10 Jun, 2019 at 1:11 PM