Create the Insurance Company as a Client

To create an insurance company, you must include it as a client.

In the left menu, click Clients > Clients > + Add.

In the Info tab, enter all the information and select Business in the mode.

Click Save.

Then click on the Terms tab and select the options: 

• This client can pay using receivables

• Add to "Bill to” drop-down menu. 

Then click on Save.

When you follow the steps at the Point of Sale, depending on your insurance claims process, you can fill in the necessary information and add any required notes. You can then click on Payment.

Once the relevant window opens, you can select the insurance company from the “Invoice to” menu and choose the payment method before finally clicking Send.