Custom Billing

The Custom Billing feature allows you to generate manual billings when the billing details differ from the information stored on the policy. Use Custom Billing only when the charge should impact receivables/payables but not policy premium calculations, such as:

• Bank charges for returned or bounced checks

• Deposit premiums

• Exchanges

• Advances for Direct Bill policies

Custom billings impact account balances and policy billing records but do not affect policy premium totals. This article walks you through how to generate a custom billing.

Generate a Custom Billing

1. Navigate to the Policy record that needs a custom billing.

2. Click Custom Billing.

Review Billing information

1. Review and confirm the autofilled fields from policy record:

   1. Agency/Ledger (required)

   2. Billed to (required)

   3. Policy

   4. Billing Date (required)

   5. Due Date

   6. Accounting Period

   7. Branch

   8. Department

2. Update any fields as necessary.

Complete Billing Line details

Under Billing Line Detail:

1. Select the Billing Line Type

   1. Depending on the selection here, additional fields will populate automatically.

2. Complete the remaining required fields.

3. Click Save.