Lesson 10: Invoicing
For new business or renewals, the policy may be agency billed. This lesson includes creating the pay plan, selecting installments, and generating an invoice.
TABLE OF CONTENTS
Lesson 1: Navigation
Lesson 2: Adding Customers
and Adding Policies
Lesson 3: Activities and
Suspense
Lesson 4: eForms
Lesson 5: Policy Management
Lesson 6: Proof of Insurance
Lesson 7: Renewals
Lesson 8: Form Letters
Lesson 9: Claims
Lesson 10: Invoicing
Final Knowledge Check
Activity