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            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.

            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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