| How to process a renewal. |
How to do a renewal on an application that has NOT had a first time billing setup done- Go to the client screen.
- Open the application that needs to be renewed.
- Change the effective/expiration date.
- Click on the red arrow on General Info tab and enter the new premium.
- Click on the Billing Setup icon on the top of the application.
- In Billing Setup, check the Billing Info tab to make sure everything is accurate.
- Go to the Payments tab, click on Create Payments button.
- Go to the Direct Invoices tab, click on the Create Invoices button.
How to do renewals once a first time billing set up has been done.- Go to the client screen.
- Open the application that needs to be renewed.
- Click on the red arrow on General Info tab and enter the new premium.
- Click on the Do Renewal button. This button will do the following things: Change the policy period dates, open Billing Setup and click on the Create Payments button, and click on the Create Invoices button.
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