Viewing an Invoice

This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package.

Viewing an Invoice

The View Invoice Detail form allows you to view the invoice details. From this form, you can Correct and Void the invoice by using the appropriate link located in the Invoice Detail section. You cannot print or reprint an invoice from the invoice view. An invoice can be viewed from the:

Open the Policy form for the policy transaction you wish to view.
Expand the Invoicing section.
Click View Invoices. The View Invoice Detail form displays, showing all invoices billed on the policy.

Invoice Detail Section

Grid Label	Meaning	Grid Label	Meaning
Correct	Link to the Correction data entry form, where you can correct the invoice.	Description	The LOB/Charge Type description field that displays on the printed invoice. This defaults from a combination of the Line of Business/Charge Type description and the Transaction description.
Void	Link to the Void Invoice form where you can void the invoice.	Charge Type	Displays the short name from Billings Charges & Credits setup indicating the charge type (premium/non-premium).
Eff Date	Invoice Effective Date	Parent Co	Name of the Parent Company assigned to the policy.
Inv #	Invoice number assigned to the transaction.	Writing Co	Name of the Writing Company assigned to the policy.
Amount	The invoice Amount is displayed in separate rows by LOB/Charge Type.	Binder Status	Binder appears in the status column if the policy transaction for the invoice is a binder (not replaced). Otherwise this field is blank.
Inv Total	The total amount of the invoice. This total appears on each transaction row of the invoice.	Inv Print Date	The date the invoice was first printed.
Transaction	Policy Transaction Code, Transaction Effective Date, and Transaction Description.	Installment	Checkbox is checked if this invoice row is an installment.
LOB	Line of Business (LOB) short name, if the transaction row is premium, or the charge type short name if the transaction row is non-premium.	Bill Method	Billing method assigned to the invoice. Agency Bill Direct Bill
Plan Type	Company Plan Type short name.	Bill Method

Policy Commissions Section

Select to view commission information for the Agency, or an Exec, Rep, or Broker from the drop-down list.

Grid Label	Meaning	Grid Label	Meaning
Eff Date	Invoice Effective Date	Status	Commission status Agency Exec/Rep: either Memo or Regular. Broker: either Net or Gross.
Inv #	Invoice number assigned to the transaction.	Transaction	Policy Transaction Code, Transaction Effective Date, Transaction Description.
Writing Co	Name of the Writing Company assigned to the policy.	LOB	Line of Business (LOB) short name.
Amount	The invoice Amount is displayed in separate rows by LOB/Charge Type.	Plan Type	Company Plan Type short name.
Percent	The commission percent for the single billing row.	Charge Type	Displays the short name from Billings Charges & Credits setup indicating the charge type (premium/non-premium).
Comm Amt	The amount of the commission expressed in dollars.	Parent Co	Name of the Parent Company assigned to the policy.
Comm Method	Method of calculating the commission. None % of Agency Percent of Premium/Fees Flat Rate	Parent Co	Name of the Parent Company assigned to the policy.

Expand the policy header row containing the invoice you want to view, by clicking the right-pointing arrow . Or, Expand All and scroll down until you locate the desired invoice.
Click the link in the Inv# column. The Invoice Report form displays. This is a screen preview of the printed invoice form.

Use this Invoice View if a customer calls you with questions on the printed version of the invoice they received. This way you are looking at the same version the customer is seeing.

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