| How to give employee discount on an agency bill account. |
- Go into Billing Setup for the appropriate policy.
- Go to Agency Invoices tab.
- Do an endorsement for a Balance Brought Forward for a negative amount (credit). Make sure to include a good description.
- A Balance Brought Forward is a non-accounting entry, it simply adjusts the client’s balance. Go to accounting software and do a journal entry to credit 1100 and debit an insurance expense account.
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