Payment screen improvements

This release contains many improvements to the Payment screen in the policy transaction wizards for each line of business. The major changes include:

• Improvements to performance and reliability.
• Up-front payments using a payment gateway – The agent can collect up-front payments, such as a down payment or deposit, using a payment gateway. The base configuration contains a stand-alone implementation.
• For all installment plans, even those not selected, you can view payment schedules with payment amounts and due dates generated by the billing system.

See also

• Working with the Payment screen