In conjunction with invoicing insurance cases, where there are often multiple parties to invoice, the Work Order module is used.

In the example below, the basic commitment for reporting back and separate work orders for invoicing are used. This way, booked costs and revenues will sum up the total for the entire insurance project.

In the example below, the basis for invoicing the insurance company and the policyholder has been placed on work orders 2 and 3. Reporting back of completed work takes place on the basic commitment. This way, the project sums up both costs and revenues for work performed.

In the Order Lines for work orders to the insurance company, revenues according to the estimate, basic inspection, and deductions for age and deductible are added, which are to be invoiced to the insurance company.

When creating the invoice, relevant options are specified. For the above example, these options may fit well.

In the Invoice Module, the VAT rate on the VAT-free items is manually changed.

In the order for Deductible and age deductions, corresponding deductions for the Insurance Company are included for invoicing to the policyholder.

In the example, the entire invoice to the policyholder is VAT-free, so No VAT is specified.

In the Invoice module, the invoice to the policyholder is automatically marked as No VAT since the entire invoice was specified as VAT-free. The total invoice amount, divided between two different invoice recipients, is consolidated on the project.

In cases where there are additional invoice recipients, such as a housing association or additional work performed against the policyholder, this can be set up as additional work orders on the project. For additional work, the ADD module can also be used.