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Insurance
Send Policy Transactions to Billing

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Send Policy Transactions to Billing

Initiate the billing process to convert policy transaction data into billing schedules. This action processes the transaction details and creates Billing Schedule Groups and Billing Schedules, which drive invoice generation.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions where Insurance Brokerage is enabled
User Permissions Needed
To send policy transactions to billing: Context Service Runtime, Billing Operations User, FSC Insurance, Insurance Brokerage Policy Management User Advanced, Insurance Billing Integration User, and Insurance Billing Integration
  1. Open an insurance policy record.
  2. Navigate to the Insurance Policy Transactions related list on the policy.
  3. Open the transaction record that you want to bill.
  4. Click Send to Billing.
    Note
    Note The Send to Billing action checks billing type eligibility only when eligible billing types are configured in Agency Billing setup. If no setup record exists, the check doesn't apply and all billing types are allowed. If a setup record exists but no eligible billing types are configured, the check still applies and the action isn't available for any policy.

To verify that the schedules were created, navigate to the Insurance Policy record and review the Billing Schedule Groups related list. Each Billing Schedule Group corresponds to a billable component, typically at the coverage level.

 
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