Invoicing

Overview

After a booking entry is created, you can generate an invoice to bill the producer or the insured. LAMS tracks the expected amount, the received amount, and the status of each invoice.

Invoice Types

Type	Who receives it	When it is used
Producer Invoice	The assigned producer	For account current and commission billing
Direct Bill Invoice	The insured directly	For non-account current policies
Finance Invoice	The finance company	For installment-financed policies

Creating an Invoice

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Invoice creation screen showing a list of booking entries with checkboxes and a Generate Invoice button

Navigate to Accounting > Invoicing.
Select the booking entries you want to include in this invoice.
Click Generate Invoice.
Review the invoice summary — verify the producer, total amount, and included bookings.
Click Send Invoice to deliver it by email, or Download to send it manually.

Invoice Details

Each invoice shows:

Field	Description
Invoice Number	Unique identifier assigned automatically
Booking Entries	The policies included in this invoice
Payment Mode	How payment is expected
Sent Date	When the invoice was delivered
Expected Amount	Total amount billed
Received Amount	Amount paid so far
Balance Due	Expected minus received

Tracking Invoice Status

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Invoices smart table showing invoice number, producer, expected amount, received amount, and status columns

Use Accounting > Invoices to track all outstanding invoices:

Filter by producer, date range, or status.
Click any invoice to see the full detail and payment history.

Vendor and Expense Invoices

For non-policy expenses (vendor bills, overhead), use Accounting > Invoice Data Entry to record AP invoices and expenses. These are tracked separately from policy invoices.