Viewing billing information for a contact

If you are viewing a contact, click Billing in the left sidebar to view the Contact File Billing screen. This screen displays billing information for policies retrieved from a billing system. You can configure this screen to display information retrieved from a third-party billing system. If the integration with Guidewire BillingCenter is enabled, this screen displays billing information from BillingCenter.

PolicyCenter finds all policies on which the contact is an Account Holder or Billing Contact and for which the current user has view permissions. PolicyCenter retrieves information about the account and subaccounts from an external billing system. The information includes the subaccount numbers for every account associated with the contact, and information about each subaccount.

The columns that contian PolicyCenter information are:
  • Account – The PolicyCenter account. This column is a link to the corresponding account file in PolicyCenter.
  • Policy Role – Lists the roles that the contact holds on that account.

Billing account information

Some columns come from billing account information returned by the billing system. These columns are:
  • Next Invoice Due – When the next invoice is due and the amount.
  • Last Payment – The amount of the last payment.
  • Billing Account – The name on the account.

    If the BillingCenter integration is enabled, this is a link to the billing account or subaccount in BillingCenter.

    This column is a link if:
    • The BillingSystemURL parameter is specified in config.xml.
    • The user has the View billing system permission. The code for this permission is viewbillingsystem.
  • Status – Displays Delinquent in red or In Good Standing.
  • Billed Outstanding – The billed outstanding amount.
  • Current Due – The current amount due.
  • Past Due – The amount past due.
  • Unbilled – The amount not billed.