To create an Invoice Document:

  • Locate the customer that you need to invoice.
  • Select the Documents tab.
  • Select the "Add" button in the top-right corner.
  • In the drop down - Select "Form".



  • You will land on a page that contains a list of different Form options. From here, select the document that you wish to create - And click "Preview".


  • A window will open with the selected Form - Giving you the ability to fill out the policy Invoice document.
  • Once you have completed filling out the Invoice document - Select the "Actions" button in the top-right corner. Then choose to Save, Print, Download, Email, Text, ect.