<TODO> Insert description text here... And don't forget to add keyword for this topic
List view
Show all current records for this policy.
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Scroll bar
Will allow you to scroll sideways to see more fields.
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Effective dtae
This indicates if Amsoft should use the effective date or transaction date. This can be set as a default in the options menu.
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Pre printed form
Indicates if Amsoft is to print on plain paper or a pre-printed form. To see a list of pre-printed forms. go there
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Insert button
Added new premium record.
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Change button
Change the highlighted premium record.
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View button
allows you View all the policy information but not change it.
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Delete button
Remove highlighted premium record.
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Copy button
<TODO> Insert description text here... And don't forget to add keyword for this topic
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Archive All button
This moves all records to the archive tab. You would use this when renewing a policy.
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Email
Clicking here will allow you to email the invoice when you choose to print it.
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Print
This will print all current records to a invoice.
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Print tagged
This will print only the records you tag to the invoice.
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Print to producer
This will print a invoice to the producer.
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Direct Premiums
This will take you to the direct premium screen. This is where you will enter premiums you collected for the company or finance company.
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Print buttons
Different buttons will show up here depending on which tab you are on.
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