Payment Tracker

6 articles

Enter receipts

Standard receipts . As the insured begins replacing items, they will send you receipts, and you can enter the actual replacement cost (ARC) totals from the receipts into Payment Tracker. To enter the…

Updated by Jill Bowers

Add a supplement

Often, customers ask to add additional items to a claim after one or more payments have been recorded. This requires adding a supplement to the claim. On the Complete tab, click Change estimate statu…

Updated by Bethany W.

Record Payments

Record payments in Payment Tracker. Any payments recorded by Payment Tracker are automatically added to the Payments tab. You may only record ACV or deferred payments after the estimate has been mark…

Updated by Bethany W.

Edit an existing payment

In the Payments tab, click the Payment Type of the line you want to edit. To complete additional actions for existing payments, right click the payment, and select from the following options: Void Pa…

Updated by Bethany W.

Override a deferred amount

If the insured turns in a receipt that exceeds the estimated cost of the item, it may be necessary to override the amount that is allowed to the customer. On the Worksheet tab, enter the ARC amount o…

Updated by Bethany W.

Review reports

To review or print the payment tracker worksheet, click Print Worksheet. In the History tab, you can review and print the record of deferred payments, a detailed list of items still requiring receipt…

Updated by Bethany W.