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Create and send client invoice PDF to insurer

Create and send client invoice PDF to insurer

Your case records without a finalized invoice block billing staff from requesting insurer payments. This sends a PDF invoice to insurers and updates the case record so payments can proceed same day.

Create and send client invoice PDF to insurer

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Overview

Stop waiting for manual invoice preparation and slow insurer processing. This flow turns a status change into a polished PDF invoice, delivers it to the insurer, and updates the case record. Billing staff receive sent invoices and a file link the same day so collections can start immediately.

Create and send client invoice PDF to insurer