Payments List Tab

This tab contains the searchable fields to pull up a list of payments.  To search, just enter data in any of the fields and click Find.

 

Field Descriptions

Policy No

Enter the 8 digit policy number to search for a payment.

Policy Year

Enter the policy year along with the Policy number or ID Number to narrow the search.

ID No

Enter the ID number to search for a payment.

Check No

Enter the check number to search for a payment.

Add Date

Enter the date when a payment was added to the database.

Look for:

Choose one of the agent fields listed on the results grid (Open Date, Paid Date, Add Date, Policy ID, Ticket, Status, Reference or GL Account) and type in your search criteria within that field in the Look For box.  For example, click on Policy ID and type in 2608 - and the program will move to that record number if it is found.

Find

Enter a name, letter(s), or number(s) in the appropriate field to search by and then click the Find Button.

Clear

Click this button to return to a blank screen for a new search list.