Displaying the Insurance Agent’s Invoices

1. From the main menu, click on “Insurance Agents“.
2. Click on “Manage Insurance Agents“.
3. Click on the insurance agents whose invoices you wish to view.
4. Click on the tab labeled “Invoices” at the top of the insurance agent’s information.
   • This tab contains all invoices related to the company.
5. Click on the “More” button “…” next to the desired invoice, then select “View” from the menu.
   • The system will display the complete details of the invoice.
6. To download the invoice, click on the “More” button “…” next to the desired invoice, then select “PDF” from the menu.
   • The system will download the invoice in PDF format.
7. To view an image of the invoice, click on the “More” button “…” next to the desired invoice, then select “Image” from the menu.
   • The system will display an image in .JPEG format, which you can save to your device.