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Billing in AI Insurance runs on invoices: you record an invoice against the entity it belongs to, and its status tracks the money from Owed through to Paid. This page follows that flow end to end — where invoices live, how to record one, what the statuses mean, and how payments get registered. The invoice types you can record, their line items, and the payment methods are all defined by your company’s configuration — see Financials overview and Invoice types and line items.
Today’s billing surface centers on events (claims and incidents) — every invoice is recorded from an event’s Financials tab and linked to that event. Policy-side financials (the Policy Financials tab) are marked Coming Soon in the app.

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Where invoices live

Invoices appear in two places:
  • On the event — each claim or incident’s Financials tab lists the transactions linked to that event, beneath its Loss & Operating Report. This is also where new invoices are recorded. See Handling claims.
  • Company-wide — Financials in the sidebar opens the Event Financials page: an Overview report aggregated across every event, above the full, searchable company-wide invoice listing.
The Financials section's Event Financials tab showing an Overview report with Reserves, Owed, Paid, and Total columns, and below it a paginated Transactions listing with Date, Type, Memo, Payee, Event, Status, Paid Date, and Amount columns, a filter bar with a search box, and an Export button.

Financials → Event Financials — the company-wide Overview report above the invoice listing, with filters, search, and export.

The listing shows each invoice’s Date, Type, Memo, Payee, its linked Event, its Status, its Paid Date (blank until fully paid), and its net Amount (green for income, black for expense — gray on a voided invoice, whose amount no longer counts toward any total). You can:
  • Filter by date, type, memo, payee, or event, and search free text.
  • Sort the Date, Type, Memo, and Payee columns; the listing is paginated.
  • Export the listing to Excel, CSV, or Google Drive with the export split button — exports respect your active filters and search.
Seeing financials requires the financials read permission; recording invoices and payments requires the financials update permission — without it, rows are read-only.

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Recording an invoice

New invoices are recorded from an event’s Financials tab.
1

Start from the event

On the event’s Financials tab, select Add New above the Transactions listing and pick the invoice type. (With a single configured type the button goes straight to it; with several it’s a dropdown.) Only types your configuration allows to link to events are offered.
2

Fill in the New Transaction page

The invoice opens as a full-page form, pre-linked to the launching event. The left pane takes attachments — drop or pick the source PDFs or images (the invoice you were sent, receipts) so the document is readable while you key in its data. The right side is the form itself.
3

Enter the details

  • Type — changeable here, though switching discards entered line items (a confirmation guards it).
  • Status — Owed (default) or Paid. Choosing Paid asks for a Paid Date and records the invoice as settled in full on save. The Paid option is available only when your configuration has a payment method set up to post paid invoices.
  • Payee — who the invoice is paid to: any person or organization in your Directory, creatable inline.
  • Invoice Date (defaults to today) and an optional Due Date.
  • Memo — a free-text description.
  • Line items — one row per component, each with its type and an explicit income or expense amount.
4

Create

Create saves the invoice and returns you to the event’s Financials tab, where it appears in the Transactions listing and rolls into the event’s report. At least one line item and an invoice date are required; Cancel abandons the draft.
The New Transaction page with a file drop zone for attaching invoice PDFs on the left, and on the right a Basic Info card with Type, Status (Owed/Paid), Payee, Invoice Date, Due Date, Memo, and line item rows with income and expense amounts, plus Upload File(s), Cancel, and Create buttons in the header.

The New Transaction page — attachments on the left, the invoice form on the right, Create and Cancel in the header.

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Invoice statuses

An invoice’s status is derived from its payments — you don’t set it directly (beyond the create-time Owed/Paid choice above):

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Getting paid — recording payments

Clicking an invoice row (on the event tab or the company-wide listing) opens the Update Transaction modal — the one place an existing invoice is updated. What the invoice is (type, line items, payee) is read-only here; the modal is about how it gets settled. Each line item row shows its Amount, what’s been Paid, and what’s Outstanding.
The Update Transaction modal showing a read-only invoice with payee, invoice date, editable due date, a line items table with Amount, Paid, and Outstanding columns, attachments, and footer buttons Cancel, Void Invoice, Itemize Partial Payments, and Mark Fully Paid.

The Update Transaction modal — line items with paid and outstanding amounts, and the payment actions along the bottom.

The actions offered follow the invoice’s state: The Due Date is the one invoice attribute editable here — click the pencil next to it; picking a date saves immediately.

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Voided invoices

Voiding is reversible. A voided invoice’s row opens a read-only view whose single action is Restore, which brings the invoice (and its amounts) back to life.

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Bulk status changes

On an event’s Financials tab, the Transactions listing supports multi-select: check several invoices and use the Mark As dropdown (Paid / Owed / Void) to transition them together. A confirmation summarizes the change; invoices already in the target state are skipped, and if any fail they stay selected so you can retry exactly those.

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Where the money shows up

Every invoice and payment rolls up into:
  • The event’s Overview report — reserves, owed, paid, and total for that claim or incident. See Invoice types and line items.
  • The company-wide Overview on the Financials page — the same report aggregated over every event, exportable.
  • The invoice listing exports — Excel, CSV, or Google Drive, with the listing’s filters applied.
For the mechanics of invoices, invoice types, line items, and payees, see Invoices, Invoice types and line items, and What an invoice attaches to.