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1. Go to the Billing Setup for the policy.
2. Go to Agency or Direct Invoices tab.
3. Click on the Endorsement button.
4. Put in a due date, effective date and description (i.e. 2001-2002 Workers Comp Audit)
5. In Item Description, select Agency Bill Premium or Direct Bill Premium if it is a commissionable amount.
6. The commission percentage will pull in from the system defaults. It can be changed it necessary.
7. Type in a negative amount.
8. Click on Create Endorsement.

Note: If the policy is cancelled, use the OK Selected button to manually OK the invoice.