Podium Payments
Referral payments will be generated on the 1st of each month and released to partners around the 5th. Similar to bond payments, referral payments take 3-5 business days to clear. Important internal info: DO NOT change a pending payment to unpaid, as it will lead to the failure of all payments that evening. If …
A pocket tour
A pocket tour pocket is the customers portal so, as a broker, you may not get to experience what your customers can see and what features this module has. We have created a recording, which provides a brief overview : Pocket Overview Tour (video has no sound) In addition, this article will showcase some of sc…
Change Payment Frequency
You are able to change the payment frequency from Monthly to Yearly and vice versa in the platform, but there are some rules in place for when you can perform those changes. Here is is a guide to those conditions: Actions Changes Conditions When you are changing a payment frequency (example: yearly to mo…
Cancellation on Renewal
If a policy is cancelled from the renewal date, the following will occur on the payment section in bond. Example: If the renewal premium was $1000, then the policy was cancelled on the renewal date, the return premium is $1000 and the payment will show like this: Once you have completed the cancellation an…
Payment Declines and Errors
Declined payment process When a payment declines, via the payment processor, automatic retries, NSFs fee (Non Sufficient Funds) and emails are created in the platform. Here is the process of what will happen, along with any suggested actions: Quick Guide In short, here is the flow: * 1st payment attem…
Bulletin - March 7th, 2022 - Credit Card Validation
NEW Functionality – likely release date - 8th March 2022 We are changing the way the system functions with regards to credit card errors on the Checkout and Pay screen in thru. (Errors with the input of the credit card or invalid payment types). Currently, if there is an issue with the payment method, a 'syst…
How to quote in thru
How to quote in thru 1. Start in the thru module. The thru module can be accessed by the module wheel or through a customers profile in bond. Check if you are logged in by clicking the user icon in the top right corner. If you are not logged in, log in now. Here is an example with the user being logged in: …
Disputed Payments
A situation might occur where a payment shows as Paid in the Payments screen, but the payment might have been disputed and therefore status needs to change. A customer might contact you about this or you may see by logging into the payment processor like Worldline. How would we know if a payment is Disputed? B…
