Installment Invoices
Installment invoicing allows the agency to automatically bill a client for periodic payments due on agency bill policies.
Setting Up Installment Invoices:
1. From the client services screen, select
INVOICE, then INSTALLMENTS. AgencyToday will display the MASTER INSTALLMENT INVOICE screen.2. Click on the
ADD button. Enter the invoice information and the installment amount. Multiple lines are provided allowing the user to break out the fees, service charges, etc., as you would normally do on an agency invoice.3. Click in the check boxes corresponding to the months the installment invoice will be mailed.
4. Click on
SAVE and then RUN. The invoices will display on the client's ledger card.To Automatically Run the Installments Invoices each Month, Follow These Steps:
1. From the Accounting menu, select INSTALLMENT INVOICES.
2. Select the month or date range.
AgencyToday will display a list of the installment invoices that meet your selection criteria. If there are invoice(s) that you want to exclude, point to it and double-click. This will remove the invoice from the list before it prints.3. Click on
RUN and AgencyToday will automatically post and print the installment invoices.