Billing Templates

In our most recent update, we released the initial version of our Billing Templates.

Billing templates offer a quick way to generate common line items like policy fees and taxes.

In the example below, choosing the Standard_4 template will automatically add these 4 items:

- an Agency fee, a Carrier Fee, a Surplus Lines tax, and a Stamping fee.

Resulting in (after clicking Generate Transactions)

I hope this helps! Let us know if you have questions.

Billing Templates - Agency Fee/Carrier Fee/Surplus Lines tax/ Stamping fee Print