Using the collection page the insurance company can collect the debit note amounts from the customers themselves or through a representative agent;

 

You can search for previously added collections using the search engine, to do so you need to perform the following steps:

 

-       Select the Type (Customer, Agent or Policy) by selecting the related radio button;

 

§  Customer: the system will retrieve all the Debit Notes and Credit Notes for the selected customer

§  Agent: the system will retrieve all the debit notes and credit notes for the agent as an agent and as a customer;

§  Policy: the system will retrieve all the Credit Notes and Debit Notes with the same policy number;

 

Note that the system will retrieve the type with the following rules:

§  Debit Note due amount must be greater than Zero;

§  The Credit Note due amount must be greater than zero, the due date should be equal or less than the current date and its status to be posted;

 

-           Check the  checkboxes you want to view their Information:

 

§  Check in the Include JV’s checkbox if you want the system to retrieve all the related Journal Vouchers for the selected Customer, Agent and Policy;

§  Check in the Include Payments checkbox if you want the system to retrieve all the related payments for the selected Customer, Agent and Policy;

§  Check in the Include Receipts if you want the system to retrieve all the related Receipts for the selected Customer, Agent and Policy;

 

-       Select the Customer\ Agent (depending on the selected radio button)

-       Select the Cost Center from the predefined suggestion box;

-       Select the Branch from the predefined suggestion box;

-       Select the Activity from the predefined suggestion box;

-       Select the Department from the predefined suggestion box;

-       Select the Range of dates (From date\ To date) and select the According To(Due Date, Journal Date, Start Date)

-       Select the Currency;

-       Enter the Reference number;

-       Click on ;

Accordingly the matching results will be listed in the Collection Details block;

Related Topics

Collection Management