 | - Transaction lets you pick from Agency Sweep, Agency Check, Direct, Credit Card, or Other.
- Payment Type lets you pick from Down Payment, Monthly Payment, Paid in Full, Endorse, Renew Down, Additional Premium, or Reinstatement.
- Premium Due is where you enter how much of the payment is due to the insurance company.
- This is where Fee #1 would normally appear. It shows Handling as an example of a default fee (set up in Agency Defaults). Next to each Fee box is a Select option which allows you to pick one of these. It changes to Edit after selecting a default fee.
- You can also manually enter a fee amount, as shown here.
- Total Due adds up the Premium Due and Fee fields. This cannot be manually edited, as it's simply the total of the previous fields.
- Total Paid adds up the Cash, Check/MO, and Other Amount fields. Like the Total Due field, this field cannot be manually edited.
- Change shows the difference if Total Paid is a larger amount than Total Due.
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