Setting up automatic generation of invoices
To enable automatic invoice generation and sending them to customers, the necessary settings must be made in the Insly system management. For this, a section titled “Automatic generation of invoices” has been created in the system management, which can be found under the “Invoicing and Billing” menu.
Automatic generation of invoices
Enabled - To enable automatic invoice generation, the option "Yes" must be selected.
Payment terms - It is possible to specify the number of days in advance that invoices will be generated before the due date displayed in the installment payment schedule.
Installement types - Allows selecting whether automatic invoices are generated for all payments collected by the broker or only for followup payments.
Consolidated invoices - Allows selecting whether consolidated invoices are created for the customer by insurance type, regardless of insurance type, or consolidated invoices are not created at all.
Sending invoices automatically to the Customer
E-mail invoices - Allows selecting whether the generated invoices are automatically sent to customers immediately (for this, it is necessary that customers have e-mail addresses entered on their profiles; if not, invoices will not be sent automatically).
E-mail template - The e-mail template is always standard.
Non mailed invoices - Allows you to choose whether the invoices that could not be sent out remain on hold, or are sent to the e-mail address that you enter in the following field.
E-mail address – The e-mail address where to receive all the non mailed invoices.
Invoice generation report - Allows you to order a summary report of generated and sent invoices to the e-mail entered in the next box.
Any questions or issues? Do not hesitate to contact our Support Team via the chat button or by writing to support@insly.com!