Assign a milestone billing treatment to a policy in the draft state to define how payments are distributed before the policy is finalized and sent for billing.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with the Insurance Billing and Revenue Cloud Billing add-ons
Open the Related tab of the draft policy you want to configure.
Locate Insurance Policy Billing Information and click Edit.
You can change the billing treatment from the original policy, but only to a Milestone or One-Time treatment.
Milestone percentage splits and offset dates are defined in the billing treatment.
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