Easy commission settlement tool

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clip0050 See video tutorial EASY COMMISSION SETTLEMENT TOOL

 

Option available in upper menu -> Tools. It makes it possible to settle commissions received from Insurance Companies without necessity to edit each policy separately. Click the icon marked in red color on the picture below and enter required data (time range, agent, IC etc.). On generated list you may mark if policy was settled and in what amount. All data will be automatically visible in "Installment" window available in Payments tab of edited policy.

 

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