receipts for payment

Started by Lynne Desrochers, October 05, 2011, 08:16:39 AM

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Lynne Desrochers

We have never used the receipts for payment in Applied. We want to start using them now, but I have a question. Do you retain a copy of the receipt on the client or do you just go with the activity?
Thank you.
Lynne Desrochers

Jan Regnier

#1
We had used them a long time ago...but for some reason  - we still use the receipt book and just put in the CASH activity with the amount and who paid and in what manner (check, cash etc) with the info rather than printing the actual "receipt: -  doesn't really answer your question.....  Lance's response reminded me that we also put our check number (if they brought in cash) and date we mailed to company in the activity.
Jan Regnier
jan.regnier@meyersglaros.com
Meyers Glaros Group, Merrillville, IN 26 Users
EPIC 2020, Office 365, Indio

Lance Bateman

If they come to the office and pay, we do the receipt from TAM, and scan it and attach it - overkill possibly, but for E&O purposes and review purposes, works for us.

If mailed in, we don't do the receipt - it's just recorded as a "PAY", and it the payment is scanned along with rest of deposit info.

Jim Jensen

we just mark the activity if it's a cash payment, though we do few now. Since most all payments get uploaded to the carrier, we apply it through the company's website and print their acknowledgement. We don't keep a copy since the payment shows immediately in their billing system.
Jim Jensen
CIC, CEO, CIO, COO, CFO, Producer, CSR, Claims Handler, janitor....whatever else.
Jensen Ford Insurance
Indianapolis

Lynne Desrochers

Thanks everyone for your responses.
Lynne Desrochers