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Introduction: This guide describes how to use SubPay with AnnuityNet. |
Audience: Field users, Back-Office users.
Standard AnnuityNet payment is used for new transactions. SubPay is used to add additional contributions and expenditures to existing contracts.
The process begins with the Starting Point.
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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On the next screen, click the SubPay-AnnuityNet tile. |
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Select Existing Client (Figure 3). |
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Search for |
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Select a Vendor. |
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Select:
Click Next. |
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Review the Summary and click Create Work Item. |
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Fill out all the necessary fields on the Form, then click the Save icon again. Fill out the fields of the Form. |
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Note: Red fields are required, and yellow are optional.
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The system opens the AnnuityNet SubPay wizard. Fill out the required fields. |
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Click the Arrow icon to navigate to the next screen.
The wizard validates the fields |
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The system displays a confirmation message. |
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The Work Item contains all the carrier forms. |
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Click |
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initiate the signing process.
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Audience: Field users, Back-Office users.
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Functionality: This guide describes how to use SubPay with AnnuityNet. |
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