If you are pulling up a policy and Next Action is Installment on mm/dd/yyyy, and the current due shows $0, this means there is no current bill due, and the installment is scheduled to be issued by the date listed.
Additionally, if users pull up a policy and see that the Next Action is Installment on mm/dd/yyyy and the current due shows an amount due, this a sign of a rolled bill or double bill.
Interim or Invoice bill occur when the customer has a current bill due, and a change is made to the policy. Because this change can result in a new amount due or a new due date, a new invoice is generated. The Next Action will reflect as Invoice on mm/dd/yyyy.
If a user is pulling up a policy and the Next Action is a Legal Notice on mm/dd/yyyy this means that a payment is currently due. If the customer does not make a payment by the date listed, a Legal Notice will be issued giving them an additional 15 days to make a payment before the policy cancels.
If a user is pulling up a policy and the Next Action is a Electronic Payment on mm/dd/yyyy this means that the customer is enrolled in a autopay and their payment will be processed by the end of the day on the date listed.
If a user is pulling up a policy and the Next Action is a Cancel notice on mm/dd/yyyy this means a payment had not been received and the insured's policy will cancel for non-payment if payment is not made. Additionally, the Trans Status on the Summary Bar will reflect Cancel Notice in red.
If a user is pulling up a policy and the Next Action is a None this means that a payment has not been received and the insured's policy is canceled. A policy can also still show an amount due and be Cancelled, the amount due just means that the customer canceled owing CURE money.