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Milestone Billing, also referred to as Hybrid Billing, allows insurers to split premium and fee amounts across multiple invoices based on predefined milestone percentages and offset dates. This approach supports down payments and staggered collections across the policy lifecycle.
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Insurance Brokerage is enabled |
Milestone Billing is driven by Billing Treatments, which define how amounts are distributed over time, and is executed through policy lifecycle events using the standalone billing API.
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