At Installments section, we require a “Record Payment” button, that will take the user to the add premium transaction page.
Pre-select the following:
Step 1: Client Details,
Insurance Company Name (Read Only)
Insurance Company Branch Name (Read Only)
Premium Transactions Date: Today (Editable)
Transaction Type: Premium Payment (Read Only)
Amount Received From Client: Installment Premium (Editable)
Mode Of Payment: From Parent Policy or Last Installment Premium (Editable)
Payment Type: Additional Premium (Read Only)
A read only table will also list the details of the connected installment.