Custom billing is currently in beta and is not available to all accounts. Contact support@aiinsurance.io to request access.
New Policy Billing
When binding a new policy, the New Invoices card lets you configure the invoice schedule before confirming the bind.Invoice Strategy
The Strategy dropdown controls how many invoices are generated and how the total premium is divided:
For monthly and quarterly schedules, invoices are evenly pro-rated across the number of periods. The final invoice in the schedule always collects any remaining balance, so the total billed always matches the rated premium exactly regardless of rounding errors.
Timing Controls
Commission Billing
If a broker commission is configured on the policy, a Commission Billing dropdown appears:Policy Invoice Payee
Under Direct Bill, a Policy Invoice Payee dropdown lets you redirect the policy invoice to the Brokerage rather than the Primary Insured. This is useful when the brokerage is collecting and remitting the full premium. This option is only visible when a brokerage is attached to the policy. Under Agency Bill, the policy invoice is always directed to the brokerage and this selector is hidden.Invoice Preview
The card displays a preview table of all invoices that will be created when the policy is bound:- Type — Policy Invoice or Commission Invoice
- Payee — Who receives the invoice
- Status — When the invoice will be sent: Send on Bind (immediately at bind), Scheduled (sent on a future date), or Owed (created but not auto-sent)
- Due Date — When payment is due; scheduled invoices also show the date the invoice will be sent
- Amount — Total invoice amount, with the premium and commission amounts shown separately below
Billing Email
At the bottom of the billing step, you can review and update the email address that will receive the invoices.Endorsement Billing
When endorsing a policy, the billing step shows two cards: Existing Invoices and New Invoices.Existing Invoices
This card lists all active invoices on the policy and lets you decide what happens to them when the endorsement is confirmed.Void Strategy
The Strategy dropdown controls which existing invoices are voided at bind:Paid and partially paid invoices can never be voided and will always remain in place regardless of the selected strategy.
Custom Per-Invoice Actions
Switching to Custom — or clicking Void on any individual invoice — lets you manage each invoice independently:- Void / Unvoid — Mark an invoice to be voided when the endorsement is confirmed. Voiding a policy invoice automatically voids its linked commission invoice as well. Click Unvoid to reverse the selection.
- Exclude / Include — Remove an invoice from the billing calculation entirely. Excluded invoices are not counted in the premium totals and are not factored into the amount owed on new invoices. Use this for one-off fees or manually created invoices that are unrelated to the policy’s main billing schedule. Excluding a policy invoice also excludes its linked commission invoice.