How to create an insurance quote and invoice

You can create an Insurance sale by following the steps below:

1. Start by creating a new sale with a customer. Refer to the knowledgebase article: 03. How to perform a sale in Swim
2. After selecting the customer, click on 'Insurance Account'.
3. Enter the details of the insurance sale.
   Note: The sale is defaulted to a 'Quote'.
4. Enter in the stock or non-stock item details. Refer to the knowledgebase article: 01. How to add a stock item to a sale.
5. Select the Insurance Company from the dropdown list (for account clients, select 'Account Client'). To add a new Insurance Company to your system, click 'Company' highlighted in blue and fill out the details.
6. Enter the insurance reference number (optional). 3. Click 'Save'.
7. Enter the insurance company discount (optional). Click 'Save'.
8. Enter the customer excess (optional). Click 'Save'.
9. To print the insurance quote, click 'Print Quote'. Then click 'Finish Sale and Exit'.

To make the quote into an invoice ( go ahead with replacement ) just follow the steps below:

1. Find the insurance sale through the 'Find Sale' menu. Select to 'View Sale'.
2. Check the insurance company name, discount and excess are filled in.
3. Check the items on the sale are correct. If the customer has changed their mind, remove the items and enter the new items.
4. When the sale is ready to be made into an invoice, click on 'Go Ahead With Replacement' at the bottom of the screen.
5. Enter the payment amount and select the payment type, click 'Add'. (optional at this stage)
6. To print a receipt for the customer, click 'Customer Receipt'.
   To print a receipt for the insurance company, click 'Print Invoice'.
7. To close out of the sale, click 'Finish Sale and Exit'.

Notes about Insurance Sales:

• The normal process for an insurance sale is to create the quote and then go ahead with replacement (eg process:  insurance company invoice showing discount, customer receipt given not showing discount, goods given to customer, customer pays excess, insurance company pays remainder).
• If an invoice is generated for an insurance company but the customer does not want to take the goods on the invoice, you can transfer the sale to be customer credit that can then be used to purchase other items. To do this, open the insurance sale and select 'refund as customer credit' at the bottom of the screen. Follow the steps and the customer credit will be assigned to that customer. You can then create a new sale, enter the items purchased and put in the payment as 'customer credit'. If this method is chosen, you will still need to add the excess payment and insurance company payment to the original insurance sale. These payments can be made before or after the customer credit is created.

To watch video on how to create an insurance sale, click here.