Delivery Option for Installment Invoicing

To Deliver an Installment Invoice

1. From the Client menu, click the POLICIES link.
2. Click the Details icon for the appropriate policy.
3. Click the transactions tab.
4. Click the Details icon of the posted installment to be delivered.
5. Under the invoice header, click Print.

Note:  The invoice must be posted in order to deliver.

6. Select the Invoice Format from the drop-down list and select the invoice to print.
7. Click Ok.
8. Click Deliver. The invoice must be in Adobe PDF format to deliver. Delivery can be sent via email or fax.
9. Fill out the Delivery screen and click Send.
10. Close the Delivery window.
11. Delivery details can be viewed from the delivery link on the client menu.

Related Topics

Installment Billing

Splitting an Installment

Endorsements and Installment Billing