Policy period general billing instructions

BillingCenter Cloud API provides the ability to send general billing instructions for accounts and for policy periods. General billing instructions are “catch-all” general-purpose billing instructions for existing policies and accounts.

You can post a policy period general billing instruction to update policy period data and create charges on the period.

To issue a policy period general billing instructions use the following endpoint:
  • POST /billing/v1/accounts/{accountId}/policies/{policyId}/policy-periods/{policyPeriodId}/general-billing-instructions

Fields for policy period general billing instructions

The only required field is modificationDate. This is a string, formatted as a date-time value YYYY-MM-DD. You can also specify the following optional fields:

Field Data type Note
charges Array of charge objects Each charge object requires an amount and a chargePattern.

Note that only charges that meet certain criteria can be included in policy period general billing instructions:.

  • The chargeCategory has to be either fee or general.
  • The charge pattern’s tAccountOwnerType must be PolicyPeriod.
depositRequirement monetaryAmount object The collateral requirement created by the new policy period. Each monetaryAmount object requires an amount and a currency field.
description String
offerNumber String
primaryNamedInsuredContact contact object Creates a new primary contact on the policy period. Has two required fields: contactSubtype and lastName (if a person) or companyName (if a company).
specialHandling Typekey reference to the SpecialHandling typelist

Example

The following example demonstrates POSTing a policy period general billing instruction with two charges.

Command

POST /billing/v1/accounts/bc:1221/policies/bc:3382012/policy-periods/bc:3382013/general-billing-instructions

Request body

{
  "data": {
    "attributes": {
      "modificationDate": "2025-10-10",
      "charges": [
        {
          "amount": {
            "amount": "100",
            "currency": "usd"
          },
          "chargePattern": {
            "id": "default_data:14"
          }
        },
        {
          "amount": {
            "amount": "50",
            "currency": "usd"
          },
          "chargePattern": {
            "id": "default_data:13"
          }
        }
      ]
    }
  }
}

The request returns an account billing instruction object consisting of policy period data, charge data, and data about the billing instruction itself.