Browse Premiums

Show all current records for this policy.

 

Will allow you to scroll sideways to see more fields.

 

This indicates if Amsoft should use the effective date or transaction date.   This can be set as a default in the options menu.

 

Indicates if Amsoft is to print on plain paper or a pre-printed form.   To see a list of pre-printed forms.   go there

 

Added new premium record.

 

Change the highlighted premium record.

 

allows you View all the policy information but   not change it.

 

Remove highlighted premium record.

 

<TODO> Insert description text here... And don't forget to add keyword for this topic

 

This moves all records to the archive tab.   You would use this when renewing a policy.

 

Clicking here will allow you to email the invoice when you choose to print it.

to see a tutorial on emailing.   go there

 

This will print all current records to a invoice.

 

This will print only the records you tag to the invoice.

 

This will print a invoice to the producer.

 

This will take you to the direct premium screen.   This is where you will enter premiums you collected for the company or finance company.

 

Different buttons will show up here depending on which tab you are on.