Sales
To view the insurance agent's side of their due payments
- From the navigation menu, select “Insurance Agents“.
- Select “Manage Insurance Agents“.
- Click the Insurance Agent you wish to view their invoices.
- Click the tab “Invoices“.
- You will view the list of invoices with the invoice ID, date and the agent’s payment amount due.
- Click the more options icon and select
- View: To view the invoice details separately.
- Click the tab “Insurance Receipt” to view the insurance agent bill details.
- PDF: to download a PDF version of the insurance receipt.
- Image: to display the insurance receipt in image format (.jpeg) that you can save.
- View: To view the invoice details separately.