For the occasions when your agency receives from your insured premium installment payments (IN/OUT) for Direct Bill policies please follow these steps.
1. To enter payments go to Documents > Invoices > Take Payment > it is advisable to select a policy:
2. Within the Take Payment screen, you can select or type in a title for the kind of payment you are taking > enter when and how the payment was taken > and select Take Payment. Please note that this will create a "credit payment".
3. Select the Actions tab to the right of the credit payment > select Pass-through Carrier > select Make Payment record the payment, and done!
Please see the following video demonstrating the NowCerts IN/OUT payment method. I hope this helps! Please let me know if you have questions.