View source for Invoice: Override Payee On Invoice (Mortgagee Invoices)

[[Category:Agency Bill]][[Category:Direct Bill]][[Category:Receivables]]
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
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    <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Accounting - Invoice/Billing]] Newton User Guide: [[Newton User Guide#Accounting - Invoice/Billing|Accounting - Invoice/Billing]]</td>
</tr>
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    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td>
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    <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Invoice:_Override_Payee_On_Invoice_(Mortgagee_Invoices)&oldid=2343 Click Here]</td>
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    <td>Related Pages</td>
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<tr> 
<td>
<ul>
<li>[[Invoice: Create An Invoice]]</li>
<li>[[Invoice: Edit An Invoice]]</li>
<li>[[Policy & Billing]]</li>
<li>[[Reconcile Client Receivables]]</li>
</ul>
</td>
</tr>

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    <td>Related Categories</td>
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<td>
<ul>
<li>[[:Category:Agency Bill|Agency Bill]]</li>
<li>[[:Category:Direct Bill|Direct Bill]]</li>
<li>[[:Category:Receivables|Receivables]]</li>
</ul>
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The client name and address will display on a printed or emailed invoice.  If the invoice will be paid by someone other than the client, such as the mortgagee, the payee on the invoice can be modified using the override payee feature. 

=== Before You Begin ===
Access to edit an invoice requires the current operator to have [[Security System|Security System: AR -> Policy Transaction -> View and Edit]] access. 

[[File:Ic_info_black_24dp.png]]  See: [[Security System]] for more information.

=== Override the Payee on an Agency Bill Invoice ===
[[File:Invoice-override-find.png|thumb|right|350px|Client Tab - Open an invoice]]
#[[Client_Keyword_Search#Find_a_Client|Load a Client]] on a [[Client Tab|client tab]].
#Select the '''Accounting''' tab. 
#'''Double-Click''' the invoice line to expand the details.
#'''Left-Click''' the first invoice line to open the invoice in [[Policy & Billing]]. (Invoices can also be opened from the '''Invoices''' tab, the [[Policy Dashboard]] or directly from [[Policy & Billing]].)
#:[[File:Invoice-override-find-cropped.png]]
#:<br>
#Select '''Invoice Payee''' -> '''Set Override'''.
#:[[File:Invoice-override-set.png]]
#:<br>
#Select the payee name and address from the existing profiles or enter the override text. Select '''OK'''. 
#:[[File:Invoice-override-save.png]]
#:<br>
#[[Policy & Billing]] will display the saved override text. This text will replace the default [[Client Profile|client information]] when the invoice is printed or [[Email|emailed]]. The override details are also displayed within the [[Policy Dashboard]]. 
#:[[File:Invoice-override-done.png]]
#:<br>
#Select '''Print''' or '''[[Email]]''' to generate the final invoice. (Example: [[Media:Invoice-override.pdf|Invoice-overide.pdf]])
#Select '''Exit''' to close [[Policy & Billing]]. 

[[File:Ic_info_black_24dp.png]]  See: [[Policy & Billing]] and [[Invoice: Create An Invoice]] for more information.