Set-up, Life Commission

 

On the “Commission” screen for life and investment products you can manually set the “Invoice date” either to “today” or to the policy’s start date. Likewise you can set the type of “Renewal commission” from a dropdown in the middle of the screen, as shown below…

 

 

However if you find yourself changing these over and over again, you should use the “Life Commission” setup to change the default settings. Starting from Durell’s Main Menu…