View policy period in BillingCenter

About this task

If the BillingCenter integration is enabled, you can view the policy period in BillingCenter after binding the policy.

Procedure

  1. Navigate to a policy, and click Billing in the left sidebar.
  2. Click View in BillingCenter. This action takes you to the policy period summary in BillingCenter.
    1. If you are not logged into BillingCenter, BillingCenter opens a new window to the login screen.
    2. BillingCenter displays the policy.

      In BillingCenter, you can view the payment schedule, transactions, charges, and commissions.