---
schema_version: "1"
id: 2572d989e61f7a8f5713036eaa6760e07213adaccaaae9ce3c741f13c7817d45
title: Effortlessly Configure Billing Settings 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_settings.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_billing_settings.htm&release=260&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7514f4542702aed13b3618ec2c41150cf6280339d0db898a5c7e73fc9937645a
description: Simplify the management of insurance policy transactions by using the Billing Setup panel to quickly enable transaction and transaction-detail generation for policy lifecycle events. You can also configure and customise the context mappings that are used to create billing schedules.
products:
  - Cross Cloud Packages Solutions
release: "260"
---
# Effortlessly Configure Billing Settings for Insurance Policies

Simplify the management of insurance policy transactions by using the Billing Setup panel to quickly enable transaction and transaction-detail generation for policy lifecycle events. You can also configure and customise the context mappings that are used to create billing schedules.

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

**How:** From Setup, in the Quick Find box, find and select **Policy Lifecycle**, and update the Generate Insurance Policy Transactions and Generate Insurance Policy Transaction Details settings. Then, in the Quick Find box, search for **Billing Context Settings**, and configure the context mappings used to create billing schedules.

#### See Also

- [_Salesforce Help_: Configure Context Mappings for Insurance Policies](https://help.salesforce.com/s/articleView?id=ind.ins_brokerage_billing_setup_context_mapping.htm&type=5&language=en_US)
- [_Salesforce Help_: Configure Transaction Generation for Policy Lifecycle Events](https://help.salesforce.com/s/articleView?id=ind.ins_brokerage_billing_configure_transaction_generation.htm&type=5&language=en_US)