> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aiinsurance.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Billings

AI Insurance lets you manage billing from the platform. A bill can have one of five statuses:

* Owed
* Approved
* Processing
* Paid
* Void

## Create a Bill

There are two ways to create bills:

* From the **Transaction** section
* From the **Forwarded Invoices** section

### **Create a bill from the Transaction section**

Do the following to create a bill from the **Transaction** section:

1. Click on the **Financials** tab to open the **Financials** page.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/vITuZwfI_WKy7Y1k/financials/billings/images/financials-sidebar-tab.png?fit=max&auto=format&n=vITuZwfI_WKy7Y1k&q=85&s=506631adb244075413b34df6d2371b1b" alt="" width="194" height="470" data-path="financials/billings/images/financials-sidebar-tab.png" />

2. Go to the **Transaction** section, click the **New Transaction** button, and select the type of transaction you want to create. This action opens the **New Transaction** page.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/vITuZwfI_WKy7Y1k/financials/billings/images/new-transaction-button-dropdown.png?fit=max&auto=format&n=vITuZwfI_WKy7Y1k&q=85&s=4ded09837cd23cd8da2ba1c27598f93e" alt="" width="1999" height="466" data-path="financials/billings/images/new-transaction-button-dropdown.png" />

3. Fill out the **New Transaction** page fields with information on your bill OR drag and drop your bill so the platform automatically parses your data for you.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/vITuZwfI_WKy7Y1k/financials/billings/images/drop-your-bill-here.png?fit=max&auto=format&n=vITuZwfI_WKy7Y1k&q=85&s=7c01028e6fbd7ed14e4fd5ea367d7bb4" alt="" width="1600" height="791" data-path="financials/billings/images/drop-your-bill-here.png" />

4. Click the **Add item** in the **Itemizations** section to add expenses and calculate your total bill.

5. Fill in the following details:

* **Item Name**: Enter the name of the expense.
* **Amount**: Enter the cost of the expense.
* **Type**: Choose the category of the expense. You can select from **Attorney Fees**, **Expert Fees**, or **Other**.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/vITuZwfI_WKy7Y1k/financials/billings/images/billing-types-of-fees.png?fit=max&auto=format&n=vITuZwfI_WKy7Y1k&q=85&s=b59647a8dc4b04f3b90694b6b3ac030b" alt="" width="1442" height="472" data-path="financials/billings/images/billing-types-of-fees.png" />

Any item you add will automatically affect the **Total**.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/vITuZwfI_WKy7Y1k/financials/billings/images/billing-total.png?fit=max&auto=format&n=vITuZwfI_WKy7Y1k&q=85&s=2f21c0bebe907ad35d43e44a07e58baa" alt="" width="1376" height="110" data-path="financials/billings/images/billing-total.png" />

6. Save the invoice to your instance by clicking the **Save** button.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/vITuZwfI_WKy7Y1k/financials/billings/images/save-new-transaction.png?fit=max&auto=format&n=vITuZwfI_WKy7Y1k&q=85&s=8911cd1ea29b80402bd1b39c31a0b955" alt="" width="1999" height="455" data-path="financials/billings/images/save-new-transaction.png" />

### **Creating a bill from a forwarded email**

The second way to create a bill is by using the **Forwarded Invoices** feature. Take the following steps to create a bill:

1. Click the **Financials** tab in the sidebar, then select the **Forwarded Invoices** tab as shown below:

<img src="https://mintcdn.com/aiinsurance-1ef97d09/vITuZwfI_WKy7Y1k/financials/billings/images/forwarded-invoices.png?fit=max&auto=format&n=vITuZwfI_WKy7Y1k&q=85&s=a7f6fc9069d363091a4896257ebdae2c" alt="" width="1999" height="449" data-path="financials/billings/images/forwarded-invoices.png" />

2. Forward your bills to the email address provided in the tab.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/vITuZwfI_WKy7Y1k/financials/billings/images/forward-email.png?fit=max&auto=format&n=vITuZwfI_WKy7Y1k&q=85&s=ef08c12889265a2cef5d7050c458742e" alt="" width="1999" height="599" data-path="financials/billings/images/forward-email.png" />

3. Locate your bill on the **Forwarded Invoices** screen, confirm, and save the bill.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/vITuZwfI_WKy7Y1k/financials/billings/images/forwarded-invoices-history.png?fit=max&auto=format&n=vITuZwfI_WKy7Y1k&q=85&s=52054332bbd5a8a29849ec5f568a4f1d" alt="" width="1600" height="214" data-path="financials/billings/images/forwarded-invoices-history.png" />

## Pay a Bill

Refer to the [Payment documentation](/financials/payments) to learn how to pay a bill from your AI Insurance instance.
