Billing instructions in BillingCenter

After establishing an account and policy period with billing and payment plans, the common interaction between the applications is for PolicyCenter to send charges to BillingCenter. Charges are called transactions in PolicyCenter. Transactions determine how much the account owes.

If you use the base configuration integration to BillingCenter, the plugin notifies BillingCenter of these charges. In response, BillingCenter creates billing instructions, which are represented by subtypes of the BillingInstruction entity. BillingCenter has billing instruction variations for different transaction types for new policies, new policy periods, cancellation, reinstatement, and so on.

Billing instructions are a BillingCenter concept reflected in the BillingCenter data model. PolicyCenter does not directly have the concept of billing instructions. PolicyCenter notifies the billing system of policy transactions by using more generalized concepts that roughly correspond to PolicyCenter transaction types.