Billing

The Billing screen defines line-level and coverage costs as part of the insurance product. You can call out breakdowns within charges while keeping premiums and taxes as separate charges. This information appears on the Pricing screens when a user creates a submission in PolicyCenter and is provided to the billing system if one is available. APD App uses different terminology from PolicyCenter.
Note: APD App does not support management for the basis field. When you import a template or create costs, the basis is empty. If you have an existing product in APD App with a basis field, APD App does not guarantee that the term or field that the basis field references is valid.
PolicyCenter term APD term
Pricing Billing
Cost code Cost code
Debt type Charge type
Separate collection Separate charge (listed as a separate charge per iteration, allowing it to be paid or collected on separately)
Itemized for billing Separate breakdown (listed as a separate line item in the charge breakdown to give more detail)
Manual pricing Manual pricing