Billing and Accounting

How to Edit Endorsements with Receivables and Invoicing
Once an agency bill endorsement is generated and the receivable is invoiced you will find that the invoice and any payment(s) recorded will block editing th...
Wed, 20 Sep, 2023 at 4:27 PM
What is the most efficient way to process Direct Bill Statements that are not in a CVS format?
Carrier Download Policies/ Commissions If the carrier is downloading directly to Nowcerts either through Ivans or another source, there is no need to r...
Wed, 24 Jul, 2019 at 2:54 PM
Creating Billing for multiple policies with a single finance agreement
Here are the general steps to follow when several policies are financed on a single finance agreement 1. Enter each policy premium, taxes, and fees. 2....
Mon, 25 Sep, 2023 at 3:58 PM
Add Agent commission from Agency Fee
After entering in all of the line items for the endorsement you will hit generate transaction. This generates commission on premium for the agency and agent...
Thu, 21 Sep, 2023 at 10:39 PM
Recording Monthly Earned Commissions
If you have a policy that earns premium/commission monthly this is the simplest way to set it up.  Set up the expected annual agency commission based on tot...
Tue, 13 Aug, 2019 at 4:51 PM
Agent/Producer Commissions reconciliation and statement preparation
These general steps may differ slightly based on how well agencies have been entering commissions.   If they have been diligent, and have been entering co...
Wed, 31 Jan, 2024 at 10:43 AM
Agency Bill w/ outside financing
Agency Bill w/ outside financing:   1. In Billing Type: select Agency bill with outside financing, this will open the proper payable and receivables.   ...
Wed, 20 Sep, 2023 at 8:14 PM
Invoice options: recurring invoice and pay online option
QUESTION: In NowCerts: Can batch invoices be scheduled to be emailed out ahead of time?  Like a reoccurring bill for a service that will never change amo...
Thu, 6 Jun, 2019 at 11:57 AM
Step By Step guide to uploading and reconciling Commissions from a CSV file
STEP 1 - generating the agency commission payment from the CSV file via import.   1- have the CSV file ready. Need at least these 4 fields: Policy number,...
Fri, 28 Feb, 2020 at 11:44 AM
Reconciling Agency Commissions (Manual Reconciliation)
 The Nowcerts commissions reconciliations module allows users to mark hundreds of commission as paid in just seconds. Here is a quick overview of the proces...
Thu, 21 Sep, 2023 at 10:32 PM