Legacy Billng
How to issue a refund for a Legacy payment that has been applied to a future invoice From the receipts screen highlight the payment you would like to refu...
Sun, 27 Jun, 2021 at 2:10 PM
How to manually disburse a Legacy rerfund in suspense From the receipts screen highlight the amount in suspense. Note: If there is more than one item in...
Sun, 27 Jun, 2021 at 2:10 PM
What are the most frequently used screens in Mainframe | V7(Screen Letters) Function MIBC Basic Contact Screen MILA Location Insured MIN...
Sun, 27 Jun, 2021 at 12:25 PM
What are the pay plan codes for Legacy policies V6 12 Month 6 Month V7 12 Month DB Monthly MO MO DB Monthly S1 DB Quarter...
Sun, 27 Jun, 2021 at 2:11 PM
How does an insured or an agent set up an e-pay (EFT) on a Legacy policy If the insured has previously been set up on EFT, you can set them back up withou...
Sun, 27 Jun, 2021 at 2:12 PM
Where can the insured or agent find the e-pay authorization forn for a legacy policy A copy of the e-pay authorization form will be on the back of all in...
Sun, 27 Jun, 2021 at 12:30 PM
How to change the pay plan in Mainframe From the PIBC/MIBC screen, change PIBC/MIBC to PUBC/MUBC and press enter. Change PUBC/MUBC to ARSB/ARS7. For per...
Sun, 27 Jun, 2021 at 12:32 PM
How to add EFT into the Mainframe Process a normal pay plan change until you have entered the new bill class code. After you have entered the new bill ...
Sun, 27 Jun, 2021 at 12:35 PM
How to change the EFT information in Mainframe Type PUBC/MUBC over PIBC/MIBC, press enter. Key in the ISS, EFF, RSN fields, press enter. Continue to ...
Sun, 27 Jun, 2021 at 12:37 PM
Why would you need to change a Legacy pay plan in Exceed The main reason to change the pay plan in Exceed is to update the plan ASAP if a payment is past...
Sun, 27 Jun, 2021 at 2:13 PM