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"Payments" tab |
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PAYMENTS tab enables to enter the amount of installments (or single payment) for particular risks. Installments can be added by using the "Add installment" button or by using an automatic option to divide premium in that case enter premium value in PREMIUM column then set the number of installments and press "divide installments total F5" (will divide only selected risk) or "Divide all risks" (will divide all risks)
By clicking on "Edit installment" button you may ennter/change information about the installment like amount, date of payment or if payment is already made you can enter the date and number of receipt for payment. In the same window you can add/change commission amounts for agent or agency. The commissions can be set in "Policy names" dictionary or entered in each case after choosing "Let me insert commission amounts". Settled with IC field is used to check if you received your commission from IC.
Pic. 1 Add/Edit a policy window, "payments" TAB plus "Installment" window
Practical example: Enter a payment and divide it on 4 installments
Solution: To complete that lesson first you must finish this practical example In the view of clients find the name you have added in previous example and select it. Click on
In AC (accident risk) row and "Installments total amount" column enter payment amount. Then in the same row in "Number of installments" column choose payment in four installments. In "first installment" column choose equal installments.
When all data is entered press
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