Invoice an Agency-Billed New Business Policy

Invoicing an agency-billed New Business policy is the second step in a two-step process. First, you add a client; then you load the client and add a new policy and then you can begin the invoicing process.

Prerequisite

You cannot invoice an agency-billed, new business policy for a client until you have added a policy for that client.

For information about entering a new business policy, see Adding a New Policy.

To invoice an agency-billed new business policy

This procedure assumes that you have already added a new policy. If you have not, please see Adding a New Policy.

1. On the Invoices to Clients page, complete the required Data tab.
2. Enter data on the Multi, Installment, Finance, and/or A/R tabs, as appropriate.
3. Access, review, and if needed, revise data on the Invoice tab on the Invoices to Clients page.
4. When you are satisfied that the information on the invoice is correct, click Save and select a print option. Refer to the Print Options bar topic for additional information. When the invoice process is complete, you return to the Policy Invoice page.