Using the Make a New Payment page

You can use the Make a New Payment page to make a new payment.

Applies to: Accountants, Accounting Assistants 

This article explains how you can make a new payment. You can filter by customer, policy, insured, and date range.  

 You can find this page by going to the “Accounting” tab in the side navbar, then going to “General”, and then selecting “Make a New Payment” from the Accounts Payable tab

You can use this page to answer the following questions:

• How can I make a new payment in BindHQ? 

The Pay Bills page requires three inputs:

1. Select the Customer - you can choose from the following entities saved within BindHQ:
1. Insureds
2. Retail Agencies
3. Marketing Companies
4. Suppliers
2. Set Default Filters
1. Policy 
2. Insured 
3. Date Range
1. To
2. From