Working with 11-Service Receivables > 11-2 Work Orders, Invoices, & Credits > Service Quotes, Work Orders, and Invoices > Entering insurance information

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Entering quotes or work orders or invoices

Creating purchase orders from work orders or invoices

Posting multiple work orders

Entering insurance information

Note: Service Receivables features are available only if you have purchased the Service Receivables Add-On Module.

To enter insurance information:

Open 11-2 Work Orders/Invoices/Credits.
On the Insurance Information tab:
1. In the Policyholder text box, enter the name of the policy holder.
2. In the Policy Address 1, Policy Address 2, City, State, and Zip text boxes, enter the address of the policyholder.
3. In the Policy Phone text box, enter the telephone number of the policyholder.
4. In the Policy Type text box, enter the kind of policy.
5. In the Deductible text box, enter the deductible amount.
6. In the Company text box, enter the name of the insurance company.
7. In the Adjuster Name text box, enter the name of the insurance adjuster.
8. In the Adjuster Address 1, Adjuster Address 2, City, State, and Zip text boxes, enter the address of the adjuster.
9. In the Adjuster Phone text box, enter the telephone number of the insurance adjuster.