🧾 Invoices

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API Refs

• Staging: Get list of invoices

Invoices are requests for payment for insurance premiums.
They link a policyholder to a carrier and specify the amount due, including gross premium, commissions, and taxes. Invoices are central to the AgentSnap workflow, allowing you to collect payments and manage policy financials.

An invoice must be associated with a policyholderId and a carrierId and must include:
A grossPremium amount, effectiveDate, and expirationDate. You can also include optional details like a policyId, memo, serviceFee, downPayment, and paymentMethod (supporting card, us_bank_account, or affirm).

Payment Methods

The invoice system supports the following standardized payment methods:

• card - Credit/debit card payments
• us_bank_account - ACH bank transfers
• affirm - Affirm financing (buy now, pay later)

When specified in the paymentMethod field, this determines which payment options are available to the policyholder when they receive the invoice payment link.

Affirm Payment Requirements

When using Affirm as a payment method, the following validation requirements apply:

• Amount Limits: Invoice total (grossPremium + taxes + serviceFee) must be between $35 and $30,000
• Account Eligibility: Affirm must be enabled for your account by an administrator
• Invoice Type: Only available for one-time invoices (not available for subscriptions)
• Validation: The system validates Affirm eligibility before invoice creation

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Pro tip

Ensure your policyholders and carriers are set up before creating invoices to link them correctly.

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Important

Once an invoice is paid, it cannot be modified. You will need to issue a refund or create a new invoice to make adjustments.