---
schema_version: "1"
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title: Schedule and Generate Invoices for Insurance Policies
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/260-0-0/rn_insurance_billing_generate_invoice.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_billing_generate_invoice.htm&release=260&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b9da12bae647ace1b43c5cad0797f2b46b76fe956ec8097b17b1803065d00012
description: 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.
products:
  - Cross Cloud Packages Solutions
release: "260"
---
# Schedule and Generate Invoices for Insurance Policies

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.

#### See Also

- [_Salesforce Help_: Schedule Invoice Generation for Insurance Policies](https://help.salesforce.com/s/articleView?id=ind.ins_brokerage_billing_schedule_invoice_generation.htm&type=5&language=en_US)