Easily configure billing preferences for insurance policies, including tax and proration policies, in a purpose-built object. Set up invoice schedulers to generate invoices at regular intervals or generate on-demand invoices.
Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions where Insurance Brokerage SKU is enabled.
How: From the Insurance Policy record page, click New on the Insurance Policy Billing Information related list. Enter the required billing information and save your changes. Then, generate invoices automatically based on billing schedules or generate on-demand invoices.