THE BOND CHANGED
OPTION 1- AFTER I HAVE COLLECTED PAYMENT THE BOND CHANGED AND IS NOW MORE
Step 1: Click on “ACTIONS” and select “WIZARD”
Step 2: Scroll down to Step 3 in the Wizard to Click “UNLOCK”
Edit the bond amount as needed and click “SAVE”
NOTE: THE DOCUMENTS WILL NOT REFLECT THE CHANGE IN THE BOND AMOUNT UNLESS YOU CONFIRM YOU WANT TO RESET THEM AND NOTIFY THE INDEMNITOR TO RESIGN THEM
[*SEE HOW TO RESET DOCUMENTS IF NEEDED]
Step 3:
IF THERE IS NO PAYMENT PLAN:
Click on the “FINANCE” Tab then “ACTIONS” and select “ADD PAYMENT”
Step 4: Enter the additional amount owed and chose the payment method you will use to take the additional payment (via Credit Card, Cash/Other, Card on File, or a Payments Page Payment).
IF CASH / OTHER: Select from the dropdown the method (cash, venmo, cash app, etc.), and if you have an internal note (e.g. what agent took the money) type it into Payment Memo and click “CONTINUE” and then “MAKE PAYMENT” on the next screen.
IF NEW CREDIT CARD: Enter the new credit card and click “SAVE CARD”
IF ADD PAYMENT PAGE PAYMENT: After selecting “ADD PAYMENT PAGE PAYMENT” as your selected payment method, you will likely see the specific payment listed, and you can select it by clicking “ASSOCIATE”. Note: if your payment is not listed you can search for it in the search bar right there, and if you still can’t find it reach out to a manager and they can help you from the special payment assignment tab on in their Financial Dashboard.
Step 5: Click on the “FINANCE” tab and confirm the additional payment is listed.
