Insurance payments

In this article, you will find how to create invoices that contain deductibles and insurance payments. To do so, follow the steps below.

1. Make sure that deductibles are properly configured in the General information configuration window.
2. Make sure the insurer is properly configured as a payment method in the Payment methods configuration window.
3. Make sure the insurer is properly configured as a customer that can be a third-party payer in the Customer maintenance window.
4. Make sure that the insurer is properly configured as a third party payer in the profile of the client in the Customer maintenance window.
5. Create or retrieve the estimate.
6. Add the franchise product to the estimate and collect the payment for it using the appropriate payment method.
7. Collect the payment for the rest of the invoice using the insurer as a payment method.

Business customers

For business customers, at step 7, you may have to split the invoice for the taxes to be paid by the customer and not by the insurer.

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Related topic

• Customer management: Customer information tab
• Estimates
• General information: Options tab
• Payment methods
• Transactions with customers