Insly

How to cancel an invoice in Insly? How to unlink a payment from an invoice?

Cancelling an Invoice

Kai Baltmischkis

Here you can find articles related to invoices, payments, and reporting

Accounting

How to delete an installment that has both invoice and payment linked?

Deleting an Installment

How to fix the situation where the premium or commission sum on the policy card is different from the installment schedule?

Removing the Differences on the Policy Card and Installment Schedule

Fee Payment Types

Installments

Importing Payments

How to add payments manually to the system?

Adding Payments Manually

Linking Payments to Invoices

How to split a received payment between separate installments?

Splitting a Payment between Multiple Installments

Payments

What kind of information is displayed in the "Customer balance" section?

Customer Balance Overview

Customer balance

How to set up invoices and create invoice number format?

Setting up Invoices

How to customize invoice templates in the Insly system?

Changing Invoice Templates

How to generate invoices from installments?

Creating Client Invoices

How to send generated invoices to customers?

Sending Invoices to Customers

How to set up automatic debt notices in Insly?

Automatic Debt Notices

How to set another client as the payer on invoice?

Setting Another Client as the Payer on Invoice

Article describes how to set up automatic generation of invoices and how to send generated invoices automatically to customers.

Automatic generation of invoices

Invoices

How to create insurer reports and invoices? What insurer report type should I choose?

Insurer Reports/Invoices Overview

Insurer reporting/billing

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