How to: Create Insurance Invoices

Insurance invoices are used to post the insurance lines to the insurance companies. The payment lines are inserted into the invoice and the invoice is then posted.

1. Click the icon, enter Insurance Invoice, and select the relevant link.
2. Fill in the fields in the General FastTab:

   Field	Description
   Document No.	The document number appears automatically by a predefined number series.
   Insurance Scheme	Here you select an insurance scheme for the invoice.
   Customer No.	Here you select the customer who will receive the insurance invoice. This can, for example, be the insurance company.
   Customer Name	The name of the insurance company selected in the previous field appears here.
   Store No.
   Posting Date	Here you select the posting date, that is the date when the invoice should be posted.
   Date From	Here you select the start date of the lines that are going to be sent to the insurance company for invoicing.
   Date To	Here you select the end date of the lines that are going to be sent to the insurance company for invoicing.
   Status	The status is automatically set to Open. Once the invoice has been posted, the status will change to Invoiced.
   Invoice No.	The invoice number appears automatically by a predefined number series.

3. When all the information has been inserted correctly, click the Home - Insert Payment Lines action.
4. A confirmation window opens. Click OK.
5. The invoice lines from the date you selected earlier will appear on the Insurance Invoice Lines FastTab.
6. Click the Home - Post Invoice action.

The insurance invoice has been posted.