Generating a Payment Record (End User)

An adjuster can use the Claims screen, then the Invoices view to create a record of invoices received from the claimant and third parties in respect of a claim, and to generate a payment record for invoices.

When the adjuster clicks the Generate Payment button, Siebel Insurance creates a payment record for one invoice or multiple invoice records.

Note: A similar view is in the Claims Element screen.

This task is a step in Process of Managing Claims.

To generate a payment record

1. Navigate to the Claims screen.

2. In the Claims list, drill down on a claim.

3. Click the Financials, then the Invoices view tab.

4. In the Invoices list add records and complete the necessary fields.

5. Click Generate Payment.