Changing a policy's payment plan

After the invoices for a new policy have been created, BillingCenter periodically sends the invoices. This is an automatic process that requires no user action. However, there may be situations where you need to make a change that impacts existing invoices, either directly or indirectly.

You may need to modify a single invoice. For example:

• You may need to manage a fee on an invoice. This could include explaining the fee to the policyholder and/or reversing the fee.
• You may need to modify an invoice's due date or move an invoice item to a different invoice.

You may need to make a change to all of the planned invoices for a given policy. For example:

• You may need to change the bill dates for all planned invoices.
• You may need to move a policy period to a new payment plan.

This section of the Application Guide covers the end users tasks that impact one or more invoices. This topic focuses changing a policy's payment plan.