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Multiple Policy Invoices

Policies or covers offered by the same insurer on the same invoice

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Written by Annelli Bradbury
Updated over a month ago

Having one invoice for multiple policies underwritten by the same insurer makes everyones life a little bit easier.

Go to Awaiting Payment - select the client with multiple policies

Select the "Reconcile Selected" and a side section will come up -

Select the date of payment and the method of payment -

The select the green "Mark as Paid"

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