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 installm...
Wed, 16 Oct, 2019 at 11:14 AM
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...
Sat, 15 Aug, 2020 at 3:22 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
August 25, 2021. Today we released the first complete version of the new Nowcerts to QuickBooks Integration Here are two quick videos that should give ...
Wed, 25 Aug, 2021 at 7:22 PM