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Course

Financial Management

(2740) Memo Bills, Binders, and Splits: Unusual Billing Scenarios in Applied Epic


Content Level: Intermediate

Personas: Accountant

Products: Applied Epic, Applied Pay

Thursday, October 1, 2026
9:30 AM - 10:30 AM East Coast USA Time
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 Epic® to ensure smooth payment and cash application.