From the Customer Center search for a specific customer, and select Views > Invoices from the sidebar menu.

A brief summary of customer information appears below the customer name. See information about what the summary includes.

Use View Options to choose criteria to refine or filter the information appearing in the view. For general information about using View Options, see Setting View Options.

Key View Options

Date Range

Select one of the pre-defined date ranges from the drop-down list on the left, or enter your own dates in the From/To fields on the right.

Date Range From/To

Enter a full date range or choose only a From date to see all items beginning with that date through current date. Alternately, choose only a To date to see all items from the date you began using AMS360 through the date entered.

To see the data that meets your selection criteria, click Apply View.

Invoices

Applies to: Customer Center

This view displays all invoice activity for the selected customer, and provides options to correct, void, or view the general ledger posting for an invoice.

On the toolbar, click Export All. All items on all pages of the list are exported to Excel.

 

The export process retrieves the information from the database. If items have been added or changed since you refreshed the view, some information in the export file could be different from what you see in the grid.

Key Fields

Actions

Click an icon to access additional functions:

  • Void More...
  • Correct Invoice More...
  • View General Ledger More...

Actions available depend on your business unit security. Not all actions are available for all invoices, depending on the status of the invoice.

Invoice

The invoice number assigned to the invoice transaction, including a suffix for multi-entity billing.

If the invoice is billed via the Customer Center, it is linked to a copy of the printed invoice form.

GL Date

The date the transaction posted to the general ledger.

Eff Date

The invoice effective date.

Policy #

Click to open the policy information window where you can view the invoice detail.

Division

The division assigned to the invoice.  

Premium/Non Premium

The total premium (all lines of business) and non-premium (all charge types) for the invoice.

Down Payment

Down payment applied on the invoice, if applicable.

Print Date

The date the invoice was printed, if applicable.

Source

The source of the transaction:

Agency Bill - Customer Center

Direct Bill - Customer Center

Direct Bill Commission Statement

Direct Bill Entry Statement

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

    • Use the arrows at the bottom of the page to view additional pages.*

    • Set the Max # of Records Returned field to a value greater than 100 in View Options.*

    • Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.

Would you like to...

Create a new invoice?

Void an invoice?

Correct an invoice?

View the General Ledger Posting?