Billing Plans - Audit Rules Utilities Table

This table contains all of the defined billing plan audit rules that can be used for policy invoicing.

 

Field Descriptions

Premium Billing Item

Choose the correct Premium billing item from the drop down arrow.

Expense Constant Billing Item

Choose the correct Expense Constant billing item from the drop down arrow.

Grace Period on Terminations

The amount of days for a grace period when a policy is terminated.

Grace Period on Expirations

The amount of days for a grace period when a policy expires.

Request Order Due

The amount of days before a request order is due.

Mark Invoice "To be Printed"?

Enter a check mark in the box if the invoice is to be printed and remitted by fax/mail.

Assess Late Fees

Enter a check mark in the box if the late fee should be assessed to a policy.

Print Statements

Enter a check mark in the box if the statements are to be printed and remitted by fax/mail.

Multi Units Rating

Enter a check mark in the box if the invoice should include rating for multi units.