Manual Product (being manual) allows you to set up policies and chose billing type as Direct Bill.  The process creates a policy in bond but does not activate any payments and does not require you to complete payment details.

• When creating a new manual product policy, choose Billing Method as Direct and ensure that you choose the correct broker code (if you have different ones for Agency or Direct Bill policies). Shown here:

• You will not be able to add in a Policy Fee (broker fee), due to the fact the policy will be Direct Bill.
• Continue with the rest of the screens until you reach Payment Details screen.
• Here you will see that there is ONLY a Total.  No option for Yearly or Monthly pay as the insurer will be collecting them instead.

Shown here: 

• You will not be able to select Direct Bill with Binder Bill.  The feature will only be enabled for policies that are bound and have the policy number, premium confirmed and are ready to bill. 

• Once you return to the policy in bond, you will see that in the Payments section, a visual appears confirming that the payments will be collected by the carrier.