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

[[Category:Agency Bill]][[Category:Direct Bill]][[Category:Receivables]]
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    <td>Related Pages</td>
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<td>
<ul>

<li>[[Express Billing]]</li>
<li>[[Reconcile Client Receivables]]</li>
<li>[[Training 6: Accounting]]</li>
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    <td>Related Categories</td>
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<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 print on an invoice generated using Newton by Agency Systems.  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 process below. 

=== Override the Payee on an Agency Bill Invoice ===
#Load the '''Client''' on one of the four '''Client Tabs'''.
#Select the '''Account tab''' at the bottom of the basic tab. 
#:[[File:Cltexp-account.png]]
#'''Double-Click''' the invoice line to expand the details.
#'''Double-Click''' the first invoice line to open the invoice in [[Express Billing]].
#:[[File:Cltexp-account-abinvoice.png]]
#Select '''Payments -> Override Payee'''. 
#:[[File:Expressbill-payments-override.png]]
#'''Enter *''', then press '''<Enter>''' to search for an override. ''(Alternatively, type the override manually.)''
#:[[File:Expressbill-payments-override-search.png]]
#Select the '''Lookup Type''', then enter or search for the '''Code'''. Select '''Accept'''. 
#:[[File:Expressbill-payments-override-search-set.png]]
#The override will be displayed.  Select '''Save'''. 
#:[[File:Expressbill-payments-override-save.png]]
#[[Express Billing]] will display the override indicator. ''(From example: Samantha Kickham -> Override -> Lawrence Kickham)''
#:''(Optionally select '''Ext Pol''' and enter a short note for '''Transaction Details''')''
#:[[File:Expressbill-overrideset.png]]
#Select '''Print''' or '''Email''' to generate the invoice.
#:[[File:Invoice-printedoverride.png]]