• How to view payment transactions

• What each payment status means

• How to download payment invoices and transaction receipts

Each program, one-time payment, and installment plan features a Transactions section that provides an overview of the payment activity processed through Ascend. Whenever you have a question about the specific details or current status of a payment, the Transactions section is the best place to find answers.

There is a separate tab for each party - Insured, Agency, and Carrier/Wholesaler:

The Insured tab displays all payments to and from the insured, as well as displaying the current autopay status for financed programs. Transactions displayed here include:

• Upcoming payments

• Processed payments

• Endorsement payments

• Refunds

You can also take the following actions in the Insured tab:

• Change the billing address for the insured's refund

• Customize payment method per program, one-time payment, or installment plan

  • NOTE: This feature is only available on Ascend Plus

The Agency tab displays all payments to and from your agency. Transactions displayed here include:

• Premium payments to your agency

• Commission payments

• Return premium coming back from your agency

The Carrier/Wholesaler tab displays all payments to and from the carrier. Transactions displayed here include:

• Premium payments to the Carrier/Wholesaler

• Return premium coming back from the Carrier/Wholesaler

Each transaction has a corresponding status label, which automatically updates as the payment progresses:

• Upcoming - payment due date is coming up and it has not yet been initiated

• Overdue - payment due date has passed and payment is now late

• Processing - payment was initiated and the bank is currently processing it

• Pending - payable to the Carrier/Wholesaler is created but not yet issued

• Succeeded - payment has processed and posted to the account

• Failed - payment has processed and was not successful

You can download a PDF of the invoice (unpaid) and the receipt (paid) using the down arrow icon on the right side of the transaction row:

Need more help? Contact us at support@useascend.com for more help