1) At Policies > Installments,
Give a new option "Import Premium"
It should take the user to a new page'.
2) In that page, we will select the following:
(1) Client, (2) Insurer, (3) Insurer Bran... Read more...
(1) If a premium is not connected to a policy or endorsement or installment, then allow deletion of that premium via client accounts for users with Policy > Delete Privilege.
(2) If a policy is c... Read more...
We need an Installment Payout Master under Templates where we can define any number of Installment Payout Templates.
Each Installment Payout Template will consist of
1) Template name (unique)
2) In... Read more...