Once an invoice has been created at this level (and issued to the client) -
It then moves into the realms of Accounting.
The invoice will be found under Invoices > Awaiting Payment
In this section, you will find the following information -
These columns can be deselected if required
At the end of the row the following options are available to you:
At this point if something isn't correct (such as commission/admin fees etc) these CAN be changed.
Admin (Insurer/Broker fees) will need to be done at the "Edit Policy" level - which will include unbinding the policy (https://support.brokercentral.co.uk/en/articles/11561630-unbinding-a-policy-pre-invoice-being-issued)
Commission can be changed from this point (https://support.brokercentral.co.uk/en/articles/11560906-updating-commission)
Finance Agreement (if the client decides to not pay in full) can also be done at this point.
If everything is ok with the Invoice, the payment method can be recorded - the choices being Card; Bank Transfer; Cheque; Cash; Not Known.
Cheque and Cash payments will go into the Pre-Bank as they will need to be taken to the bank.
At this point, a part payment can also be recorded -
using this edit key to change the amount paid.
The invoice will then go into Paid Invoices and the invoice will go into Accounting > Insurer Reconciliation > "insurer"
Still Struggling?? How to get in touch:
Telephone help : +44 (0) 1403 885 737
Email help: [email protected]
BrokerCentral Live Chat