Payment Details

This window shows the payment plan for the policy.

The left side shows customizable fields that outline the pay plan:

• Due Date: the first payment date (usually the effective date and/or the date the down payment is due).
• Down Payment Amount: total for down payment
• Number of payments: total number of payments (excluding the down payment).
• Installment Amount: amount due at each payment date (excluding down payment).
• Billing Method: method by which the policy is billed
• First Payment Due: difference (in days) between the down payment date (due date) and the first installment.
• Due Date: difference in time between installments, can be changed to a specific interval if needed.
• Total Amount: total paid amount, based on down payment and all installments.

The right side shows a visual outline of the payments, based on the information entered on the left. This will change dynamically as details on the left are changed.

You can use the "Print" button to print the outline of payments above. Click the "Accept" button to save any changes and close the window, or click the "Cancel" button to revert to the previously saved information and close the window.