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Transaction Information:
Type: transaction type. Can be Indemnity or Expense.
Cover: cover that you want to make transaction against.
Claim Type: type of the injury / damage.
Cause Type: cause of the injury / damage.
Claim Element: purpose of reserve/payment.
Amount: payment amount. Can be positive or negative depending on your permission.
Description: short notes about the transaction.
Recipient Information: this section records the person who will receive the payment
Copy from Claimant: if you want to have Recipient information prefilled from Claimant information, you can click on this button. The claimant information will be copied to Recipient.
NIN / Organisation Organization No.: identity of the recipient
First Name: first name of the recipient
Last Name: last name of the recipient
Address: address of the recipient
Postcode: Postcode of the recipient
City: City of the recipient
Country: Country of the recipient
Phone Number: phone number of the recipient
Email Address: email address of the recipient
Payment Information: this section records the way that the payment will be delivered and payment’s reference
Payment method: Bank Transfer is the only option now.
Account Number: Bank account number
Bank Name: Bank name
SWIFT/BIC
Invoice No.: invoice reference number
Invoice Date: invoice date
KID No.: invoice reference number. This is Norwegian-specific.
Due Date: due date of the payment
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Once a payment transaction is added, you cannot modify or delete that payment transaction. If you want to adjust the payment, please create a compensating reserve transaction. See https://contemi.atlassian.net/wiki/spaces/SHC/pages/1762066693/Add+Payment#Add-payment. |