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Insurance
Billing Advanced Features

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Billing Advanced Features

Billing Advanced Features extend standard billing capabilities to support complex and specialized billing scenarios in insurance operations.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions where Insurance Brokerage is enabled
  • Manage Billing Documents and Delivery
    Turn on the generation and email delivery of invoice documents. Manage the document template and email template that are used to generate and email invoice documents.
  • Configure Accounting Subledger for Accounts Receivables
    Set up a chart of accounts for your legal entities, assign appropriate general ledger accounts to transaction journals, and automatically create dual transaction journals for your billing transactions.
  • Create General Ledger Accounts
    Set up a chart of accounts for your organization's legal entities by creating general ledger accounts. Use these accounts to categorize your billing transactions by accounting type and report them in your company’s financial statements.
  • Create General Ledger Account Assignment Rules
    General Ledger Account Assignment Rules determine how transaction journals are posted to the correct general ledger (GL) accounts. These rules define when a journal entry is created, which transaction amount is used, and which debit and credit accounts are assigned based on configurable criteria.
  • Create Dual Transaction Journals
    Automatically generate dual transaction journals that represent a credit entry and a debit entry, based on the configuration for the transaction type in the General Ledger Account Assignment Rule record. Integrate these transaction journals with any accounting system of your choice to prepare your financial statements such as balance sheets and profit and loss statements.
 
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