---
schema_version: "1"
id: 8f0ac8460493888bdbd60f8cfd1ca3786c79ed0465673b9538b1974307d7e2e6
title: Generate Policy Transactions and Breakdowns
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_policy_transactionsxml.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_billing_policy_transactionsxml.htm&release=260&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fa51230c5dae9535eeba6560291b96c50817e8a1e3965f8969fd4868961d9c01
description: Automatically generate policy transactions and detailed breakdowns to reflect the financial impact of policy events. The transaction breakdown provides a clear view of insurance premium, commissions, taxes, and fees drawn from coverages, insured items, and insured parties.
products:
  - Cross Cloud Packages Solutions
release: "260"
---
# Generate Policy Transactions and Breakdowns

Automatically generate policy transactions and detailed breakdowns to reflect the financial impact of policy events. The transaction breakdown provides a clear view of insurance premium, commissions, taxes, and fees drawn from coverages, insured items, and insured parties.

**Where:** This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions where Insurance Brokerage SKU is enabled.

**How:** From the original insurance policy record page, click **Issue**, **Renew**, **Endorse**, or **Cancel** to generate the related transaction and transaction details.

#### See Also

- [_Salesforce Help_: Understand Insurance Policy Transactions and Transaction Details](https://help.salesforce.com/s/articleView?id=ind.ins_brokerage_billing_policy_transactions_and_transaction_details.htm&language=en_US&type=5)