Report: Invoice

Report Selections

What's this?

Invoice Numbers

You must select the All Unprinted option in this section to create an invoice 'batch.' A 'batch' can be re-printed as a group at a later date. Choosing any other option, such as Specific Invoice Number, will not create an invoice 'batch.'

Invoice Date Range

To enable theInvoice Date Rangegroup, select either theAll Unprinted, or thePreviously Printedoptions in the Invoice Numbers group above.

Customer

Print invoices for All customers (default), or print invoices for one customer. To select a customer, click Search. This opens the Customer Search form. Select the desired customer.

To enable the Customer option, select either the All Unprinted, or the Previously Printed options in the Invoice Numbers group above.

Policy

This option is available when a specific Customer is selected. Select to print invoices for All policies or just one policy for the customer.

Business Unit

Click the link to open the Business Unit Selections form and make your selections.

Executive

Select to print invoices for One,Multiple, or All (default)Executive,Representative, orBrokeroptions.

To enable these options, select either the All Unprinted, or thePreviously Printedoptions in theInvoice Numbersgroup above.

Representative

Broker

Posted By

Use to print invoices posted by a specific employee.

This may not be the employee who entered the invoice. If you use suspended billing and an employee approves and posts the billing, then AMS360 considers that person as posting the invoice.

Printing Option

Message

Type in a message you want to appear on all invoices in the batch. This field accepts up to 255 characters.

Sort Order

Select the desired sort order from the list. Representative is the default.

Description

Accept the default description, or enter a new one that describes the report you are requesting.

Print Cover Page

Allows you to include a cover page listing the selected options included in the report. This option defaults as unchecked.

Field

What's this?

Summary Information

The small grid in the upper right-hand corner of the Invoice contains the following information:

Payment Information

Invoice

Invoice number.

Effective

Effective date of the invoice.

Transaction

Policy Transaction Code.

Description

Description includes the following:

• Policy number.

• Policy Effective and Expiration dates.

• Insurance Company name or Writing Company name, when Parent Company is a Brokerage Company.

• Billing description.

• Line of Business, up to 52 characters.

• Due Date of invoice when Print Due Date on Invoice option is checked in Agency Setup > Name, Address & Phone Numbers> Invoice/Customer Statement - Agency Forms Customization.

• Invoice message, entered when billing created.

Amount

Invoice amount.

Message/Future Installments box

Large area on the lower left side of the Invoice contains any message added in the Message box on the report selections form; or if the policy contains Future Invoices/Installments and the Show Future Installments option is checked in Agency Setup > Name, Address & Phone Numbers> Invoice/Customer Statement - Agency Forms Customization, future invoices/installments print here.

Total

Total amount of the invoice.

Disclaimer

Disclaimer text appears if it has been setup. See Text Setup.

Agency Information

The agency information appears at the bottom of the invoice so the customer has a record of who this invoice is from once the top portion of the invoice is torn off and returned with the payment.

Problem

Answer

Delay in Printing or Previewing an Invoice

The size of the logo image file affects the time to print or preview invoices. Vertafore suggests a file size of approximately 100 KB. If the logo image file size is larger, printing and viewing time will be noticeably longer.

Printing Agency and/or Direct Bill Invoices

The default to print Direct and/or Agency Bill invoices and how they are grouped is set in Agency Setup > Name, Address and Phone Numbers > Invoice/Customer Statement - Agency Forms Customization section.

These defaults can be overridden by customer, in Customer Setup > Options section.

When the Grouping options are controlled by Customer Setup, they are subject to the invoice effective date rule.

Example:

If the option is Print all invoices for multiple policies, or Print all invoices for a single policy, print only invoices with the same invoice effective date on a single form.

Grouping

Printing Future Installments

Agency Setup/Accounting Optionscontrol when future installments get invoice numbers and print. Check the Number of Days to Bill in Advancesetting if an invoice with a future invoice effective date is not printing as expected.

Printing Exec and Rep Name on Invoice

Whether or not the Exec and/or Rep's name appear on the invoice is set in Agency Setup > Name, Address and Phone Numbers > Invoice/Customer Statement - Agency Forms Customization section.

Agency Name & Addresses

Agency Setup > Forms Name/Address/Phone Numbers section, and the addresses entered in the Business Unit Setup control the addresses printed on the invoices. To open this form:

1. Open Agency Setup > Accounting Options section.

2. Click the Business Unit Setup link.

Paper Selection
Print Address
Print Logo
Print Address on Footer
Show Future Installments
Color Settings

To set these options for the agency, open Agency Setup > Name/Address and Phone Numbers > Invoice/Customer Statement - Agency Forms Customization > Invoice Default Settings group.

If these options for a particular business unit need to be changed, consult the Accounting Options section of Agency Setup and click the Business Unit Setup link. When editing any one of the business units, click the Invoice/Customer Statement [Business Unit] Forms Customization.

CSV File

There is no CSV file available for invoices.