Set up billing details for an insurance policy by specifying who is billed, when billing
occurs, and how billing is treated for the policy.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise,
and Unlimited Editions where Insurance Brokerage is enabled
User Permissions Needed
To create an insurance policy billing information:
FSC Insurance, Insurance Brokerage Foundation, Insurance Brokerage Policy Management
User Advanced, and Billing Admin
From an Insurance Policy record, navigate to the Insurance Policy Billing Information
related list.
Click New.
Enter the required billing details. Bill To Contact and Bill Day of Month are
mandatory.
Save your changes.
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