🧾 Invoices
The object used to collect Policyholder funds for coverage you're placing.
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
.
Pro tipEnsure your policyholders and carriers are set up before creating invoices to link them correctly.
ImportantOnce an invoice is paid, it cannot be modified. You will need to issue a refund or create a new invoice to make adjustments.
Updated 1 day ago