Creating an Invoice

Before you can create an invoice, an amount must exist in either the Premiums and/or the Fees,Taxes, Finance & Down Payments section of a policy transaction. You may want to review these sections of help on the Policy form before accessing the Transaction Premiums/Billing section > Invoicing sub-section of the form.

 

An amount displaying in either the Unbilled Premium and/or the Unbilled Fees & Taxes fields of the Premium section of a policy transaction indicates an invoice can be created.

What's Next?

Now that you've created your first invoice you should also read about Binder Transactions and Invoicing and Viewing an Invoice.

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