A Customer Request can be invoiced to an Insurance Company - it should be noted that many Extended Warranties are Insurance based and should be invoiced using this option .
When selecting Insurance as the Invoicee, there are a number of supplementary items to fill in :-
There are two tabs, the first are the basic insurance details as follows :-
Insurance Co
This is the Insurance Company's account no - this needs to be first setup in the Sales Ledger as an Insurance Account. The selection of the account is the same as selecting an Internal Account and is not redescribed here.
Authority Number
This is the authority number for the invoice - it is supplied by the insurance company and is printed on the invoice.
Claim No
This is the insurance company's reference for the Claim - it is printed on the invoice
Policy No
This is the customers insurance policy number - it is printed on the invoice.
Policy Excess
This is the Excess that the customer is required to pay (the insurance invoice has this deducted from it).
Customer VAT Registered
If the customer is a company and is VAT registered, then normally they will pay the VAT applicable - which will be deducted from the insurance invoice.
The second tab lists any "Betterments" which the customer is contributing to the invoice :-
Any Betterments required can be entered along with their values (pre-VAT), and clicking "Add" will add them to the list of Betterments. Double-clicking on a line in the betterments section will remove it :-
Clicking "OK" will close and save the insurance details.
Note:
If multiple requests are costed to Insurance, all the insurance details entered in the box above are shared across all the requests. It is not possible to bill two different Insurance companies.