Ascend & Veruna Integration Guide | Scribe

Ascend & Veruna Integration Guide

  • 1 year ago
  • UseascendUseascend
  • SalesforceSalesforce

This guide can be used either for testing the integration in Sandbox or operating the integration in production and will be updated as additional features / capabilities are developed.

For any questions regarding the integration please reach out to [email protected] or [email protected].

Programs (Pay in Full or Premium Financing)

How to Create a Billing in VerunaCreate Ascend Checkout in VerunaCreating a Premium-Reducing Endorsement in Ascend with the Veruna IntegrationCreating a Premium-Increasing Endorsement in Ascend with the Veruna IntegrationCreating a Voluntary Cancellation in Ascend with the Veruna Integration

Subscriptions (Non-financed Carrier Installments / Agency Bill Installments)

Veruna SubscriptionsCreating a Subscription Cancellation or Endorsement in Ascend with the Veruna Integration

Cash Receipts & Cash Disbursements

Billing is applied to two cash receipts

  • First is for commission which is disbursed to your operating account

  • Second is to balance the billing to zero ("fake" Ascend account should be created to account for this - balance will always be zero)

Cash disbursement created

  • Payable is created by Veruna

  • We apply payable to cash disbursement to set payable balance to zero

For a full description of how fields are mapped between Veruna and Ascend, please see here