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FAQ ID # 54
Last Update : 2009/09/03
Rating : Not Rated
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Question / Issue
How do I change the payment plan that prints on my quote?

Answer / Solution

To change the payment plan that prints on the quote:

  1. At the top of the screen, click on the Select link to the left of the payment plan description.
  2. This will change from the default payment plan and display just below the Total Premium on the quote.
  3. Selecting a different payment plan from the Quote Breakdown screen will not reset your default payment plan for your company.  To reset the default payment plan, you would need to go into the company setup to change this.


Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=54

Tags
Payment plan change on quote printout default

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