Description	This report is located on the Payment History screen. It itemizes every payment received to a particular term of a single policy.
Filter	Policy Number
Sort	Payment Due Date

Column Name	Description
Received Date	Date commission is actually received. The due date and received dates may vary if payments are received earlier or later than expected..
Due Date	Date commission is scheduled to be received
Type	Type of payment received: C = commission B = Bonus O = Override A= Adjustment
Estimated Premium	premium per term / # of payments per term = estimated premium
Actual Premium	The actual premium amount the client paid to the carrier.  This will vary from the estimated premium if the client has made any changes to the policy during the policy term.
Comm. Expected	actual premium payment x grade code percentage = commission expected
Comm. Received	The amount the carrier actual paid to the agency.

 

 

 

 

Note
This report can only be accessed from the Payment History screen.  It only displays the payment history for a single term of a policy.