View source for Client Payment: Direct Bill Cash Transmittal (Non Deposited)

[[Category:Cash]][[Category:Direct Bill]]
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    <td>Related Pages</td>
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<ul>
<li>[[Client Payment]]</li>
<li>[[Client Payment: Direct Bill Cash Transmittal]]</li>
<li>[[Training 6: Accounting]]</li>
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    <td>Related Categories</td>
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<ul>
<li>[[:Category:Cash|Cash]]</li>
<li>[[:Category:Direct Bill|Direct Bill]]</li>
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This procedure outlines how to record a [[Client Payment (disambiguation)|client payment]] on a [[:Category:Direct Bill|direct bill policy]] that will '''not be deposited''' into the agency's [[Bank Profile|bank account]]. 

For direct bill payments that will be processed through the agency's bank account, see [[Client Payment: Direct Bill Cash Transmittal]].

For a complete list of client payment options, see [[Client Payment (disambiguation)|Client Payments]]. 

=== Create a Direct Bill Cash Transmittal  (Non Deposited) ===
Example: The agency mails the client's $200.00 check directly to the carrier, but the agency wants to record the activity and provide the client with a printed receipt.
#Load the [[Client Profile|client]] on one of the [[Client Tab|Client Tabs]].
#'''Right-Click''' on the policy number and select '''Client Payment'''.
#:[[File:Payment-db-attachclientpay1.png]]
#Enter the client payment '''Check Number'''. 
#Enter the payment '''Amount'''.
#Verify '''Cash Type -> Transmittal''' is selected. ''(The Cash Type will default to Transmittal for Direct Bill invoices.)''
#Uncheck '''To be deposited'''. 
#:[[File:Clientpayment-transmittal-nondepositedcash.png]]
#Select '''OK''' to save the payment.  ''(If prompted with "You cannot apply a deleted or non-deposited transmittal cash.", select '''OK'''.)''
#Answer '''Yes/No''' to print the cash receipt. ''(If no is selected, the cash receipt can be reprinted at any time.)''