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Setting up an insurance company and printing an insurance invoice
Setting up an insurance company and printing an insurance invoice

Sometimes you way need to send an Invoice to an insurance company.

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Written by Luke Mavin
Updated over 7 months ago

If you need to send an invoice to an insurance company, to do this follow these steps:

Adding an Insurance Company

  1. Navigate to Financial > Insurance Companies.

  2. Click on New to add a new insurance company to VGM.

  3. In the "Add New Insurance Company" window, enter the details of the insurance company.

  4. Click Save to save the details of the insurance company.

Printing the Insurance Invoice

  1. Open the invoice you need to send to the insurance company in Financial > Sales Documents (or create the invoice if it's not already created).

  2. Click on More Details under the "Invoice Details" section.

  3. Select the insurance company from the drop-down box and input the claim reference.

  4. Click Close on the "Insurance Details" box.

  5. Click on Print Template.

  6. Select the Insurance Invoice print document option from the dropdown menu.

  7. Click Print to print the invoice with the insurance details included.

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