Handle Price Change Endorsements for Milestone Billing
Process mid-term price adjustments for insurance policies using milestone billing to
automatically calculate the delta (difference) between the updated and previous versions of
the policy and adjust future invoices to ensure financial accuracy.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and
Developer Editions with the Insurance Billing and Revenue
Cloud Billing add-ons
Configure Milestone Billing for a Policy 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.
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