Creating an invoice for a client with insurance

When creating an invoice for a client belonging to one of the insurance agents registered in the account and falling under one of the insurance classes, Daftra automatically calculates the insurance value from the discount percentage previously specified in the assigned class and displays it among the invoice items that will be sent to the client.

  1. From the main menu, click on “Sales“.
  2. Click on “Create Invoice“.
  3. Enter the sales invoice details as required.
    1. For more details, you can refer to the guide “Create Sales Invoice
  4. After selecting the items in the invoice, the system will clarify the “Copayment” amount based on the percentage defined in the insurance class.
    1. For more information on insurance categories, you can refer to the guide Add Insurance Class or the guide Assign Insurance Agent/Class to the Client“.
  5. Click on the “Save” button.