Billing and Accounting

Agency Bill 100% (billed monthly)
Agency Bill 100% - this billing scenario occurs when as an agency you are billing and running through your trust account your clients' monthly installme...
Tue, 19 Sep, 2023 at 2:50 PM
Agency Bill - Paid-in-full
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 navigati...
Wed, 20 Sep, 2023 at 3:17 PM
Issuing a credit on an overpaid invoice
If an invoice is overpaid, then the invoice will end up with a negative balance due or a "credit". The credit can be refunded to the insu...
Thu, 25 Jun, 2020 at 12:19 AM
How to delete an agency or agent commission statement
This will work for both Agency and Agent Commission statements.  I went to MISCELLANEOUS > Accounting Items > Agency/Agent Statements.  You will find ...
Mon, 15 Feb, 2021 at 2:26 PM
How to add an NSF fee to an invoice
Please find the following steps to add an NSF fee to an invoice 1.  Void the payment i. expand the invoice transaction ii. void the payment ...
Fri, 16 Jul, 2021 at 5:01 PM
QuickBooks Integration: Mapping, Synchronization, and Export
Today we released the first complete version of the new Nowcerts to QuickBooks Integration Here are two quick videos that should give users an idea of ...
Thu, 10 Mar, 2022 at 5:40 PM
Unlock the QuickBooks lock on an Endorsement
To unlock the QB lock on an endorsement: Go to MISCELLANEOUS (left menu) > Accounting Items > QB Sync - Endorsement items Use the search  filters &...
Mon, 19 Jun, 2023 at 4:04 PM
Exporting IFF (QuickBooks) reports - tips to avoid error messages
Please keep in mind that the system has built-in restrictions that prevent the processing of certain heavy operations that lock down the system for the rest...
Tue, 11 Jul, 2023 at 11:03 AM
Merging large Direct Bill Agency Commission Statements from w/in the Carrier Download module
Step 1: use this option first: It will merge and create a statement. **If there are non-matched records, then you will have to go in and sort it out...
Thu, 20 Jul, 2023 at 1:56 PM
Split Premium and Commissions Rates with new feature
Although this an older feature that it is new and improved!  For policies that have multiple Lines of Business (LOB) with different commission rates each LO...
Wed, 6 Sep, 2023 at 6:03 PM