Corporation Invoice
We are finding more and more that insurers and settlement agents want to EFT funds for payments that we have traditionally been paid by cheque. Our company policy is not to accept direct deposits in to our Trust Account to avoid spending unnecessary time trying to find what payments are for receipting. Is there a way we can create an invoice for the Strata Company for these transactions to be able to create a specific reference for these payments? To give the ability to invoice the corporation.
Insights Team
shared this idea
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accounts
commented
As well as the strata plans bank account being added to the insurance claim, there should be a EFT reference code field automatically added to the claim form in order to link payments back to the specific claim. This would make it easier to identify were a plan has more than one claim in at a time.