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Note. Starting Point must be appropriately configured. It must contain the vendors allowed for the SubPay, and the required proprietary forms.
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Click Starting Point. |
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On the next screen, click the SubPay-AnnuityNet tile. |
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Select Existing Client Note: If you select New Client, then select a record and click the account or click New Client Subfolder. |
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Search for the existing Client. |
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Select a Vendor. Note: Some clients will have different carriers forSubPay versus a new account with two separate processes correspondingly.
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Select:
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Review the Summary and click Create Work Item. Note: Firms may have proprietary and carrier forms that they want to include with every SubPay.Click Add to attach the required proprietary forms if they are not attached by default. |
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In the Forms view, click the Save icon. |
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Fill out the fields of the Form. Note: Red fields are required, and yellow are optional. |
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Click the Launch AnnuityNet SubPay button. |
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The system opens the SubPay wizard. Fill out the required fields. |
The next steps of the workflow are the same as for the standard AnnuityNet payment:
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