Using the Browse & View Credits Page - Individual Invoices

You can use the Browse & View Credits page to view individual invoices generated by your agency [by Division].

Applies to: Accountants, Accounting Assistants 

You can use this page to answer the following questions:

• What are the details of a specific Credit

This article explains how you can view the details of an individual Credit created by your agency that have been generated within BindHQ. You can filter the Credits that you see On-Screen and in the CSV download by Division, Customer, and within specified time periods. You can view the reference number, the transaction date, the customer name, the due date, the effective date, the policy number, the insured name, the total amount, the used amount, and the available amount. 

You can find this page by going to the “Accounting” tab in the side navbar, then going to “General”, and then selecting “Browse & View Credits” from the Accounts Receivable tab. [You can click on the Reference column for an individual policy which hyperlinks to the specific Credit Detail page for that policy].