Insly

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

Cancelling an Invoice

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

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

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

How to add payments manually to the system?

How to split a received payment between separate installments?

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

How to set up invoices and create invoice number format?

How to customize invoice templates in the Insly system?

How to generate invoices from installments?

How to send generated invoices to customers?

How to set up automatic debt notices in Insly?

How to set another client as the payer on invoice?

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

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