Billing with insurance deductible and taxes for a customer

Step 1: Creating a deductible kit

• Create a kit with the following products:
  • FR2: BUSINESS DEDUCTIBLE (non-taxable product and “deductible” category)
  • TAX: TAX (non-taxable)

Step 2: Client estimate for insurer

• Make a detailed estimate for your client (windshield, moulding, etc.).
• Take note of the tax amounts by clicking on the button: “See tax details” at the bottom right.

Step 3: Add the kit “KFE”

• Put the amounts at 0 for the TAXES with right amount.
• Adjust the amounts of the DEDUCTIBLE products.
• Remove the taxes from the invoice by selecting a taxable item from the estimate and clicking on the tax icon (at the bottom right). Then double-click on “EXT”.
  • Apply the change to the whole estimate by answering “YES” to the question.
• Bill the insurer by adding its name in the client file as “Bill to”.
• Save the invoice/estimate number to search for the transaction and validate what was done.

Step 4: Client deductible invoice

Option 1 – Manual

• Make an estimate for the client.
• Add the “KFE” kit.
• Adjust the values of the DEDUCTIBLE and TAXES products in step 2.
• Add a note with the invoice number.

Option 2 – Automatic (eliminate typing errors)

• Make an estimate for the client.
• Click on the magnifying glass to search the estimates (at the top right).
• In the “invoice” step, search for the insurer’s invoice (e.g.: with the invoice number)
• Click on the icon with the paper and pencil.
• Select the items to be transferred.
• Click on the green button to copy them to your initial estimate.
• Change the negative quantities to positive quantities.
• Bill them.