Difference between revisions of "Invoice: Override Payee On Invoice (Mortgagee Invoices)"

From Agency Systems Wiki
Jump to navigation Jump to search
m (added create an invoice)
Line 1: Line 1:
 
[[Category:Agency Bill]][[Category:Direct Bill]][[Category:Receivables]]
 
[[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;">
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 +
<tr>
 +
    <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>
 +
<tr>
 +
    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td>
 +
</tr>
 +
<tr>
 +
    <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>
 +
</tr>
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
     <td>Related Pages</td>
 
     <td>Related Pages</td>
 
</tr>
 
</tr>
−
 
 
<tr>  
 
<tr>  
 
<td>
 
<td>
 
<ul>
 
<ul>
−
<li>[[Express Billing]]</li>
 
 
<li>[[Invoice: Create An Invoice]]</li>
 
<li>[[Invoice: Create An Invoice]]</li>
 +
<li>[[Invoice: Edit An Invoice]]</li>
 +
<li>[[Policy & Billing]]</li>
 
<li>[[Reconcile Client Receivables]]</li>
 
<li>[[Reconcile Client Receivables]]</li>
−
<li>[[Training 6: Accounting]]</li>
 
 
</ul>
 
</ul>
 
</td>
 
</td>
Line 30: Line 38:
 
</tr>
 
</tr>
 
</table>
 
</table>
−
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.  
+
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.  
  
−
=== Override the Payee on an Agency Bill Invoice ===
+
=== Before you begin ===
−
#Load the '''Client''' on one of the four '''Client Tabs'''.
+
Access to edit an invoice requires the current operator to have [[Security System|Security System: AR -> Policy Transaction -> View and Edit]] access.
−
#Select the '''Account tab''' at the bottom of the basic tab.  
+
 
−
#:[[File:Cltexp-account.png]]
+
[[File:Ic_info_black_24dp.png]]  See: [[Security System]] for more information.
 +
 
 +
=== Override the payee on an agency bill 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.
 
#'''Double-Click''' the invoice line to expand the details.
−
#'''Double-Click''' the first invoice line to open the invoice in [[Express Billing]].
+
#'''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:Cltexp-account-abinvoice.png]]
+
#:[[File:Invoice-override-find-cropped.png]]
−
#Select '''Payments -> Override Payee'''.  
+
#:<br>
−
#:[[File:Expressbill-payments-override.png]]
+
#Select '''Invoice Payee''' -> '''Set Override'''.
−
#'''Enter *''', then press '''<Enter>''' to search for an override. ''(Alternatively, type the override manually.)''
+
#:[[File:Invoice-override-set.png]]
−
#:[[File:Expressbill-payments-override-search.png]]
+
#:<br>
−
#Select the '''Lookup Type''', then enter or search for the '''Code'''. Select '''Accept'''.  
+
#Select the payee name and address from the existing profiles or enter the override text. Select '''OK'''.  
−
#:[[File:Expressbill-payments-override-search-set.png]]
+
#:[[File:Invoice-override-save.png]]
−
#The override will be displayed.  Select '''Save'''.  
+
#:<br>
−
#:[[File:Expressbill-payments-override-save.png]]
+
#[[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]].  
−
#[[Express Billing]] will display the override indicator. ''(From example: Samantha Kickham -> Override -> Lawrence Kickham)''
+
#:[[File:Invoice-override-done.png]]
−
#:''(Optionally select '''Ext Pol''' and enter a short note for '''Transaction Details''')''
+
#:<br>
−
#:[[File:Expressbill-overrideset.png]]
+
#Select '''Print''' or '''[[Email]]''' to generate the final invoice. (Example: [[Media:Invoice-override.pdf|Invoice-overide.pdf]])
−
#Select '''Print''' or '''Email''' to generate the invoice.
+
#Select '''Exit''' to close [[Policy & Billing]].  
−
#:[[File:Invoice-printedoverride.png]]
+
 
 +
[[File:Ic_info_black_24dp.png]] See: [[Policy & Billing]] and [[Invoice: Create An Invoice]] for more information.

Revision as of 16:03, 4 June 2018

Ic description black 24dp.png Newton User Guide: Accounting - Invoice/Billing
Ic info black 24dp.png Required Software Version: Spring 2017
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

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: AR -> Policy Transaction -> View and Edit access.

Ic info black 24dp.png See: Security System for more information.

Override the payee on an agency bill invoice

  1. Load a Client on a client tab.
  2. Select the Accounting tab.
  3. Double-Click the invoice line to expand the details.
  4. 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.)
    Invoice-override-find-cropped.png

  5. Select Invoice Payee -> Set Override.
    Invoice-override-set.png

  6. Select the payee name and address from the existing profiles or enter the override text. Select OK.
    Invoice-override-save.png

  7. Policy & Billing will display the saved override text. This text will replace the default client information when the invoice is printed or emailed. The override details are also displayed within the Policy Dashboard.
    Invoice-override-done.png

  8. Select Print or Email to generate the final invoice. (Example: Invoice-overide.pdf)
  9. Select Exit to close Policy & Billing.

Ic info black 24dp.png See: Policy & Billing and Invoice: Create An Invoice for more information.

Retrieved from "http://wiki.agencysystems.com/index.php?title=Invoice:_Override_Payee_On_Invoice_(Mortgagee_Invoices)&oldid=5184"