How to Create a Manual Invoice

This article illustrates creating a manual invoice for billing insured items not attached to receivables from an endorsement.

Creating a Manual Invoice

Objective:

To create a manual invoice for billing insured items not attached to receivables from an endorsement.

Key Steps:

1. Navigate to the insured/policy profile.

2. Go to Documents > Invoices and Receipts.

   

3. Click on "Add New"

4. Click on "Insured Invoice or Receipt."

5. Select the policy to attach to the invoice (If Applicable).

6. Adjust the due date (If needed)

7. Set up a reminder if needed (If needed)

8. Under "Items, "Choose the "Fee Name" of the item to be billed from the drop-down menu or type a custom item.

9. Enter the item amount being charged in the "Item Amount" field. This field is the field that creates a balance on the invoice.

10. Add additional items if necessary by using the green plus "+" sign.

11. Include a description in the description box (Optional).

12. Check the "Show Remittance Section" if a payment coupon is required.

13. Click "Add" at the bottom of the page to save the invoice.

Cautionary Notes:

• This method is suitable for invoicing items not linked to a receivable and will not cure any receivable balances.

Resources:

Video: How to Create a Manual Invoice (No Receivables)