No. 707. April 5, 2024
ebroker: Advisory services
ebroker, allows you to record the charges for the advisory services made to your clients, independent of receipts from insurers.
To do this, you must register a new CONSULTING CONTRACTS company, with Relationship: Intermediate and checking the box Consulting services tab Parameters. In this way, you will be able to create policies associated with this "company" to record payments for said advisory services.
These receipts do not allow generating an amount in Net premium, You can only indicate the amount in the field HSP.
You just have to go to ...
Company> Companies> Basics> Parameters
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