One Client Pays for Another’s Policy

Typically this happens when reconciling a cheque received from a partner or spouse (e.g. BLOGS FRED) that covers their own policy plus that of their partner (e.g. JAMES SARAH), i.e. whose policy was created for a separate client record.

To resolve this, go to the Cashbook and create a receipt from the partner or spouse (e.g. BLOGS FRED) for the full amount, then...

· Initially on the Reconcile Account screen, shown below, you'll only see the policy for BOGS FRED - don't reconcile it yet

· Click the "Signpost" button and select the option to "Include all outstanding SALES invoices"

· You'll now be able to see all the outstanding invoices, including that for JAMES SARAH, which you should then reconcile as normal