🧾 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, and downPayment.

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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.