Invoicing a Renewal

You invoice a renewal policy after you have renewed the expiring policy.

Prerequisites

Before you can invoice a renewal, you must renew the expiring policy.

To invoice a renewal

This procedure begins at the Policy Detail Page.

1. Click Invoice. The Invoices to Clients Page - Data Tab appears.

2. Complete the required Data tab.

3. Enter data on the Multi or Installment tabs, as appropriate.

4. Access, review, and if needed, revise data on the Invoice tab on the Invoices to Clients page.

5. After you verify that all information on the invoice is correct, click Save and select a print/view option. When the invoice process is complete, you return to the Policy Invoice page.