Write a check option:

NOTE:  Only Administrators can use this feature. 

 There are several ways to access this option:

1. From the Main Menu screen select Expenses/Checks.
2. From the Payments menu. select Write a Check.
3. Select Expenses/Checks from the Transactions section on the right side of the screen
4. From your customer's Policy Summary Screen, select Write a Check from the menu on the right side of the screen:
   • When accessed from the Policy Summary Screen, this option allows you to track money on the client account that is paid to:
     • The customer such as a refund from the Agency Escrow account
     • The Insurance Carrier or Finance Company on behalf of the customer based on a payment received.
     • The Insured information automatically prefills at the bottom of the check.
   •  Any check posted in this section whether printed or not will appear on the Withdrawls report in Daily Transactions and is exportable to QuickBooks.