(2740) Memo Bills, Binders, and Splits: Unusual Billing Scenarios in Applied Epic
Content Level: Intermediate
Personas: Accountant
Products: Applied Epic, Applied Pay
Invoicing clients for their policies used to be SO easy! Premium, fees, taxes and done. Now, there are brokers, other interests, parent/child relationships, and contact billing. Bring your special scenarios to this session and discuss split billing, binder billing, "dummy" bills, and other strange billing requests, and how to process them in Applied EpicĀ® to ensure smooth payment and cash application.