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Manual Product - Binder Bill
If you need to read about the 'Finalize the payment details' section - please refer to Article - 'Manual Product - Payment details'. * Once you have completed the 'Finalize your payment details' screen, you can select Binder Bill, shown here: * The popup message appears asking you to confirm the c…
Payment Action buttons
What are the payment action buttons and how do they work? Each payment in the Payments tab has its own action buttons depending on the status. Payments marked as Declined Declined payments will not have an Action icon (3 dots). See article : Declined payments for more information. Payments marked…
Manual Product - Payment details screen
This article will provide you with the process of completing this section when you have bound the policy, premium is confirmed, and you want to Bill the policy. The 'Finalize the payment details' screen. How to complete this page: Payment options: The above section shows whether the customer…
