• Bill Method: Select either Direct or Agency.
• AR Entity Bill To: Select to whom the accounts receivable will go.
• Lockbox Match: Select the items upon which a match is based for the lockbox files.
• Annualize: Select this check box to set the invoice amount to annualize calculations.
• Bill Type: Select the bill type.
• Department: Select the department to which this master invoice is associated.
• Unit: Select the unit to which this master invoice is associated.
• Down Payment Amount: Enter the amount required for a down payment.

Note:  The down payment is not included in the number of installments.

• Down Payment Eff. Date: Enter the effective date of the down payment. If the invoice is being set up exclusively for installments, the date should be left blank.
• Down payment Date Booked: Enter the date booked for the down payment. If the invoice is being set up exclusively for installments, the date should be left blank.
• Down Payment Due Date: Enter the due date of the down payment. If the invoice is being set up exclusively for installments, the date should be left blank.
• Installment Frequency: Select the frequency which the installments are due.

• Annual:  Due date of 1st installment is based off date entered in 1st Installment Effective Date field.  Subsequent installments billed in 1 year increments up to the specified number of installments.

Note: If client is paying in full, (no down payment), click [Add New Invoice] link and bill as full pay.

• Semi Annual:  Due date of 1st installment is based off date entered in 1st Installment Effective Date field.  Subsequent installments are billed in 6 month increments up to the specified number of installments..
• Quarterly:  Due date of 1st installment is based off date entered in 1st Installment Effective Date field.  Subsequent installments are billed in 3-month increments up to the specified number of installments.
• Monthly:  Due date of 1st installment is based off date entered in 1st Installment Effective Date field.  Subsequent installments are billed in 1-month increments up to the specified number of installments.
• Weekly:  Due date of 1st installment is based off date entered in 1st Installment Effective Date field.  Subsequent installments are billed in 1-week increments up to the specified number of installments.
• Same Date:  Due date of 1st installment is based off date entered in 1st Installment Effective Date field.  Subsequent installments are billed on the same date as the 1st Installment up to the specified number of installments.

• Number of Installments: Enter the number of installments.
• 1st Installment Eff. Date: Select the effective date for the invoice.
• 1st Installment Date Booked: Enter the date the first installment was booked. This box defaults to the policy effective date or the transaction date, whichever is later.
• 1st Installment Due Date: Enter the date the first installment is due. This box defaults to the Date Booked + Invoice Days Until Past Due (from Department settings).
• # of Print Days Before Eff. Date: This field is used to calculate the date when the installment will automatically post and makes the invoice available to print in batch.

6. EX: 1st installment effective date is 7/20/2004.
7. Print date field entered is the number 15.
8. Installment will post on 7/5/2004 and be available for batch printing on that date.
9. If zero used in this field each installments will post from the date in the effective date field in their scheduled month.
10. To suspend the posting of an invoice the User should leave this field blank to avoid Nexsure automatically posting the installment.

Note:  If the month is locked or closed, the invoice will post in the current month.

• Fee Option: Select the installment to which the fee will be applied.
• Tax Option: Select the installment to which the tax will be applied.
• Rounding Option: Select the type of rounding that will be made to the amount.
• Unique Invoice Message: Enter a message that will be displayed on the invoice.
• Internal Note: In the Internal Note box, enter an internal note. This note will not be displayed on the invoice.
• Click OK

This information is pulled from the policy but can be changed. Any named insured may be selected as the "Bill To" on invoices.

To Change Bill To Information

1. In the Quick Navigation panel, select Invoice Bill To.
2. Click [Change Bill To]. The Bill To pop up appears with the Client option selected with all named insureds displayed.

Tip: If a long list of named insureds is displayed, enter a name in the search field and click Search.

3. Search for and select the entity and named insured to bill.
4. Click Next.

5. Select the Location and Contact name from the lists and click Next.
6. The new Bill To information is displayed, click OK to confirm the change.

Displays the Policy Header Information

Displays base forms for the policy.

Displays all Lines of Business forms on the policy.

Changes can be made to the existing premium by clicking on the Details icon. A new premium can be added by clicking the [Add New Premium] link.

Changes can be made to existing fees by clicking on the Details icon. A new fee can be added by clicking the [Add New Fee] link.

Changes can be made to existing taxes by clicking on the Details icon. A new tax can be added by clicking the [Add New Tax]

If a default commissions exist for the Carrier it will automatically be displayed.

Changes can be made to Agency Commissions by clicking on the Details icon.

A new agency commission can be added by clicking the [Add New Agency Commission] link:

• Commission On:
• Fee option will be available only if fee was flagged as branch commissionable.
• Level/LOB: Select appropriate line of business.

• Rate Type / Rate:  Enter rate information
• Click OK

If a default commissions exist for the Employee they will automatically be filled in.

Changes can be made to employee commissions by clicking on the Details icon.

A new employee commission can be added by clicking the [Add New Other Commission] link:

1. Select the employee from the Employees box or use the Search People option.
2. Select the Commission On from the list.
3. Select Fee:  Fee selection permits the application of fee-specific commission rates.  Fees subject to commission do not need to have the same rate applied and can have a differentiating commission rate/rate type applied.

Note: Only fees which are subject to commission will be available.

4. Select the Production Role and Production Credit Amount from the lists. The Production Role and Production credit amount fields are used to designate the role and percent of business this employee brought into the Agency on this policy.
5. Select the Rate Type from the list.
6. Select the appropriate Rate, Nexsure will calculate the commission based on the rate type chosen.
7. Click OK.

• The amount of an installment can be changed by clicking on the Details icon.  Change the amount and click Update.  Click Cancel to close the dialog box, click on Installment Plan in the Quick Navigation Panel to revise the existing installment schedule.
• An installment may be billed to another entity.  See Change Bill To.

• The Installment ID includes the installment number followed by its description letter or number.
• The Installment Date, Print Date, Past Due Date and Description default from the information in the Invoice Header.

• The amount of each installment is based on the total premium, amount due of the down payment and number of installments.