Insured Policies Tab - Billing Invoices

This tab contains all of the basic details of the insured's policy billing invoices

 

Field Descriptions

Billing Invoices Detail Sub Tab

ID No

MyWC assigns a unique ID number to each individual who is added to your database. This number can not be changed and is incremented by one each time a record is saved.

Unit Code

MyWC populates with the code entered on the Policy Units screen/table.

Reference

Enter a description for the billing item.

Status

Enter the billing item status.

GL Acct

Enter the general ledger account number this billing item applies to.

Bal

MyWC will populate with any balance calculated.

 

Bill Address

N

Enter the name of the insured for billing purposes.

C

Enter the name of the person to receive the billing invoice.

A

Enter address line one for the billing contact.

A

Enter address line two for the billing contact.

C

Enter the city for the billing contact.

S

Enter the state abbreviation for the billing contact.

Z

Enter zip code for the billing contact.

Mark Invoice to be Printed?

Enter a check mark in the box if the invoice is to be printed and remitted by fax/mail.

Cancel for Non Payment

Enter a check mark in the box if the policy was cancelled because no payment was received.

Assess Late Fee?

Enter a check mark in the box if their is a late fee for not making payment on time.

 

Dates

Open

Date application was received and entered.

Sent

Enter the date the billing is actually remitted.

Void

Enter the date the billing is voided.

Billed

Enter the date the billing is entered.

Due

Enter the date the invoice payment is due.

From

Enter the date the invoice is valid.

Thru

Enter the date the invoice expires.

 

 

Billings Invoices Line Items Sub Tab

 

ID No

MyWC assigns a unique ID number to each individual who is added to your database. This number can not be changed and is incremented by one each time a record is saved.

Item Type

Choose the invoice item type from the selection at .

Billed

Enter the amount to be billed on the invoice for that item type.

Paid

MyWC automatically populates with the amount entered in Payments.

Balance

MyWC automatically populates with the amount remaining after payment.