Reprinting a Posted Invoice

You can print a copy of an invoice that was previously posted from the Payment Plan/Premium Transaction Page.

You can tell whether you are looking at an original invoice or a reprint by looking at the bottom of the invoice. The notation "Original Invoice" appears at the bottom of an original invoice; "Invoice Copy" appears at the bottom of a copy.

Prerequisites

The invoice must have been posted. You can tell whether an invoice has been posted by checking the invoice on the Premium Plan and Premium Transaction page for the policy. A posted invoice has an invoice number associated with it.

To reprint a previously posted invoice

1. Look up and load the client.

2. Select a policy from the Policies tab. The Policy Detail page appears.

3. Select the Policy Invoice in the secondary panel. The Policy Invoice page appears.

4. Highlight the invoice you want to reprint in the Premium Transactions data grid.

5. Click Print. The Print Options appear. Refer to the Print Options bar topic for additional information.