Understand Why Deductibles No Longer Automatically Generate a Receipt

Previously, a receipt was generated, which automatically created an invoice. However, this method caused problems when the client did not pay their deductible immediately.

To simplify the process, we recommend the following:

• The recommended method is now to create an estimate with the deductible amount. This allows you to bill the insurer immediately, while giving the client the option to make the payment later in the day. If the client does not pay, the amount can then be transferred to accounts receivable.
• If necessary, it is also possible to create an invoice in the client’s name for the deductible amount and then collect that payment.

Important:

Always verify whether the deductible is taxable before creating the documents. The tax type applied must be the same on both invoices: the one for the insurer and the one (or receipt) for the client.