1. Introduction
Seamless provides the ability to collect the payment first before issuing a policy. If your business is payment-first, this ability will be suitable for you.
Before you begin
1- You can set the payment first rule for each product. It means, there can be some specific products that need to collect payment first before issuing a policy. The details can be found in Product Builder
2- Your tenant must have the feature. If you cannot set up the product as payment first, please contact the Contemi Support team for more information.
2. Process waiting for a payment quote
Permission
You need to have permission to mark the instalment as paid to perform the action
After purchasing a quote (details in Purchase Quotes ) successfully, you will see your quote in the list of Quotes Waiting For Payment as the image below
When accessing the quote details, there is a button for 1st installment, in the Payment Schedule section for marking the installment as paid
You can also see all the quote information, such as quote document, quote details, payment plan, etc.
When marking the installment as paid, the 1st installment can be considered as fully paid, and then the policy will be issued
The detail of marking as paid an installment can be viewed at Mark as paid manually
3. Quotation list
The quote list includes the waiting-for-payment quote, along with its current status.
4. Other actions
TBD