Issue payment receipts to customers

Track day-to-day monetary transactions through Daily Transaction Report

Print Agency Checks through Reconcile payments·

Income/Expense Report

Transfer received payments and written checks to QuickBooks

Invoicing Automatic Premium & Commission

Complete Accounting (for Add-ons,Handles Split Down Payments & Other Monies Due Agency)

Full Accounting with Integrated General Ledger

Fully customizable invoicing of all premium types

Accounts Receivable with Agency Bill or Direct Bill receipting options and print respective reports

Accounts Payable

Multiple checking account ledgers and reconciliation

Agency and producer commission tracking

Direct Bill Commission Download

Batch or single check printing

Pop Up Calculator, Accounting Reports

Direct Invoices cleared and not cleared

Agency Invoices paid and unpaid

Producer Commission earned and unearned

Past Due Invoices with batch merge/mail feature

Aging Report,Transaction Report,General Ledger,General Journal

Chart of Accounts,Balance Sheet,Profit & Loss,Payment Summary

Maintain Invoice, Payment, Reversal, Refund, Void, Write Off, Recovery, and Journal.

Versatile invoicing capabilities based on user-defined payment plans. Also the ability to add state taxes, custom charges and invoice discounts.

View account balances based on invoiced premium or written premium. An account can be viewed for any accounting period.

A single Account can be responsible for the premium of multiple policies. Individual Coverages within a policy can also be assigned multiple receivable accounts.

Double entry transaction maintenance. Contrasting general ledger accounts also maintained in the system. Easy to interchange data with external General Ledger systems.

Invoices and transaction entry can be done in batch mode or directly from individual account folders. Accounts can be categorized for high volume batch invoicing control.

View how payments or credits were utilized or how an invoice or debits were paid off (debit / credit allocations).

User Diary to manage scheduled tasks on accounts.

Advanced BilliingCreate schedules for installment and recurring transactions: set number of payments, billing frequency and billing amounts.

Generate projected sales analyses based on installment transactions

Microsoft DynamicsT GP/Small Business Financials Integration. Recurring and installment routines create batches, which are posted through to Receivables and the General Ledger. Adjusting credit entries may also be posted to Receivables.