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Insurance
Billing Prerequisites

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Billing Prerequisites

Set up billing users, assign relevant permission sets, and define billing rules for your products. This step makes sure that authorized personnel manage the billing operations according to clearly defined rules, which boosts both security and accuracy.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions where Insurance Brokerage is enabled
  • Create a Legal Entity
    A legal entity defines how your organization is structured. You can create multiple legal entities, which define the billing and tax information for your policies.
  • Create Billing Treatments and Billing Treatment Items
    Billing Treatments define the billing behavior for insurance policies. They determine when charges, such as premium and fee, are invoiced and how invoice amounts are calculated over the duration of a policy.
 
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