Create Custom Invoice

If a policy is created with the payment option being pay to Insurer, then only an invoice for fees will be created by the system.

If you would like to have a copy of the whole invoice, you will need to select "Create Custom Invoice" under the three lines in the top right handside of the the page -

This will bring up the following page -

This will show the insurer premium as well as any other fees due. Select the green button "Create Invoice" on the bottom right hand side of the page.

Once this is done you will be able to send the client a copy of the invoice for their records.