Financial transactions

Mass transactions with pakia

Enter collections and payments and get complete reporting of your financial info. Complete mass transactions for more than one policies for : Customers: collect policy premiums Agents: collect policy premiums or pay commissions to agent Carriers: collect commission or pay policies’ premiums Example: Collect from Carrier  Carriers→Collect Commission Step 1: Set criteria Policies’ issue date: define range of dates. … Continue reading “Mass transactions with pakia”
Mass transactions with pakia was last modified: July 12th, 2018 by Aggeliki Soltatou

Policy Transactions

Pakia payments and collections Policies→Search→View→Transactions tab→Collection or Payment Types of policy transactions  Financial transactions may be: Policy premiums collection from customer or agent Policy premiums payment  to carrier Commission collection from carrier Commission payment to agent Complete transaction Click on payment or collection button on the right of each financial description and enter the data that will be asked in … Continue reading “Policy Transactions”
Policy Transactions was last modified: July 30th, 2018 by Aggeliki Soltatou