Page 33 - Sales and Operations Handbook for Managers.pdf
P. 33
Enter the total of the CC terminal and the Authorize.net amount on Insurance
Pro as below.
If CC are not matching, then run the Insurance Pro financial report to
determine where the discrepancy may exist. Involve the DSM to check
cameras to see if there was any cash stolen. Download the Business
report in Insurance Pro by going to: Agency Reports-> Business Reports->
Daily Transaction Payments CSV-> Generate.
