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Open a policy and select Financials to review the money attached to that policy. The tab is available to roles that can read financials.

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Overview

The Overview card has three views:
  • Balances groups the policy’s invoices by policy invoice type and line item, with Owed, Paid, and Total amounts.
  • Earnings shows Written, Earned, and Unearned pricing. Where both views are available, As booked includes a transaction when it was filed, while As effective includes it when its effective date arrives.
  • Transactions shows how each new-business, renewal, endorsement, cancellation, or reinstatement transaction restated the policy’s pricing. Switch between Value + Delta and Delta, and expand a row to see its pricing components. The pinned Current row is the latest total.
Transactions is a view inside the Overview card, so switching to it does not leave the policy’s Financials page.

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Invoices and billing

The Invoices card beneath Overview lists the invoices linked to this policy, including voided records. Use its search and filters to narrow the list, or open a row to review the invoice and its payments. When policy invoicing is enabled for your company and your role can update financials, Configure Billing opens the Policy Invoices drawer. It brings together:
  • Payment Preferences for generating or updating the schedule;
  • Invoice Target, which compares the current invoice target with what is invoiced; and
  • Invoices, where scheduled invoices and their line items can be reviewed or adjusted.
Select Save invoice changes to apply the plan. If active invoices no longer balance to the policy’s current pricing target, the Financials tab displays a warning and links back to the same billing editor. For the company-wide rollup, see Policy Financials. For claim and incident money, see the Event Financials Tab.