New company policy for invoices

Although the insurance company is responsible for billing the client, you may invoice a company-billed policy to record information that you need to track and to pay your producers. Invoicing a company-billed policy ensures that premium and commission amounts are properly recorded in production reports.

Prerequisites

Before you can invoice a company-billed, new business policy you must add a policy. For the Bill Method, you must select Company.

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

To invoice a company-billed new business policy

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

1. On the Invoices to Clients page, complete the required Data tab.
2. Enter data on the Multi and Installment tabs, as appropriate.
3. Access, review, and if needed, revise data on the Invoice tab.
4. When you are satisfied that the information on the invoice is correct, click Save.

The Print Options bar does not appear with the Save option for company bill. If you want to print a copy of the company bill invoice, you must click the Save & Print option.

When the invoice process is complete, you return to the Policy Invoice page.