Configurations

Billing and Collection enables you to simplify your billing and collection operations. Invoicing is automatic only. Invoices are constantly generated into your system for all your insurance products that are in Active status.

You can also configure Billing and Collection to deal with payments received from different sources or systems - such as online payment processors, bank payment orders, etc. The solution lets you process different types of payments, manually or automatically. For payments that respect some rules, the allocation flow is also completely automated.

Check the following pages to find out more about how this solution works:

• Flow Parameters and Scheduled Jobs - for details about the parameters and jobs that control the behaviors of the Billing and Collection solution.

• Import Bank Statements - for details about how bank statements are imported in the system.

• Invoice Generation - for details about how invoices are generated in the system.

• Billing and Collection Endpoints - for details about dedicated APIs.

• Automatic Allocation - for details about how the automated allocation for incoming payments works.

• Manual Allocation - for details about how the manual allocation for incoming payments works.

• Direct Debit SEPA - for details about how SEPA direct debit mandates are handled by the system.

• Direct Debit UK - for details about how UK direct debit mandates are handled by the system.

• Outgoing Payments - for general details about how outgoing payments are handled by the system.

• Outgoing Payments Admin - for details about how outgoing payments are handled by the system.

• Manual Outgoing Payment Requests - for details about how the manual outgoing payments request are handled by the system.

• Outgoing Payment Allocation - for details about how the allocation and deallocation of the outgoing payments works.

• Security Roles - for details about the security roles that come predefined with the solution.