View source for Direct Bill: Pay Company On Behalf Of Client

[[Category:Direct Bill]][[Category:Receivables]][[Category:Cash]][[Category:Checks]]
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    <td>Related Pages</td>
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<li>[[Client Payment: Direct Bill Cash Transmittal]]</li>
<li>[[Adjust_(disambiguation)#Invoice_Adjustment|Invoice Adjustment]]</li>
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    <td>Related Categories</td>
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<li>[[:Category:Cash|Cash]]</li>
<li>[[:Category:Checks|Checks]]</li>
<li>[[:Category:Direct Bill|Direct Bill]]</li>
<li>[[:Category:Receivables|Receivables]]</li>
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On a [[:Category:Direct Bill|Direct Bill policy]], the client pays the [[Company Profile|insurance company]] directly, and the [[Direct Bill: Commission Statement Processing|commission is sent from the company to the agency]].  If desired, the client may choose to process a payment through the agency, which is then forwarded in full to the insurance company. (See: [[Client Payment: Direct Bill Cash Transmittal]])

In addition, agency can also pay the policy premium '''on behalf of the client to the company''', creating a receivable balance for the client, '''prior to receiving a client payment'''.

=== Process Company Payment On Behalf Of Client ===
Only use the process below if the client '''has not paid the agency''', and the payment is being placed to the company on behalf of the client.  
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].
#Select the (+) next to '''Policies'''. ''(To expand the band by default, see: [[Preferences]])'' 
#'''Right-Click''' on the policy number and select '''Client Payment'''.
#:[[File:Payment-db-attachclientpay1.png]]
#Verify '''Amount -> $0.00''' is set. 
#Verify '''Cash Type -> Transmittal''' is selected. ''(The Cash Type will default to Transmittal for Direct Bill invoices)''
#:[[File:Payment-db-attachpay-cashfor0.png]]
#Select '''OK''' to save the payment.
#'''Answer No''' to print the cash receipt. 
#'''Answer Yes''' to create a '''Company Check''' for the payment amount. 
#:[[File:Payment-db-attachpay-createcheckyes.png]]
#Change the '''Amount''' from 0.00 to the amount being paid to the company on behalf of the client. ''(From Example: $200.00)''
#:[[File:Payment-db-attachpay-createcheck-clientbehalf-amount.png]]
#Select '''Accept''' after verifying check type as '''Regular (Printable'''), or '''Wire Transfer (EFT)'''.
#:[[File:Payment-db-attachpay-createwirecheck-details.png]]
#The on-account check will create a receivable balance for the client visible on the '''Accounting''' tab. 
#:[[File:Cltexp-accounting-onaccount-checkonly.png]]

When the client payment is received, [[Client Payment: Agency Bill Cash|create a regular client payment]] to offset the client's receivable balance.