How to create policy excess documents in GA3

If you are carrying out an insurance relating job for a customer, the chances are you may need to issue the customer with an invoice for their insurance policy excess, whilst showing this on the original invoice to the insurance company.

This is a straight forward process in GA3 and can be done as follows :

First you would need to begin by creating the invoice to the insurance company NOT to the customer, in this example our insurance company is ABC Insurance.

As you can see, this invoice contains the full amount, however the actual vehicle owner will need to pay £250.00 excess

By Clicking on Excess Invoice (indicated above) you will be asked if you wish to create a Standard or Account invoice for the vehicle owner allowing you to add any policy excess amounts to a customers account if they hold one with you

You will then be presented with a new invoice screen, solely for the policy excess and asking whether or not the customer is VAT registerd.  In most cases if the customer is VAT registered, they will pay the VAT amount of the total invoice along with their excess and the insurance comany will only pay the amount less vat.

On this screen you would also add the actual vehicle owner, in this case it is SWS Solutions.

To illustrate what happens, the following two screenshots show the main insurance invoice when the policy excess is added with both options for the customer being VAT Registered

VAT Registered set to NO with £250 excess

As you can see, when set to no, just the excess amount of £250.00 is deducted from the main insurance invoice

VAT Registered set to YES with £250 excess

As you can see, when set to yes, the insurance invoice is adjusted automatically and the VAT amount is not included in the outstanding balance.  It is however still shown for reference

The Excess amount shown will include the VAT amount, hence the policy excess of £250.00 + the VAT of £180.00 being £430.00

Both invoices are stored independently within GA3 and have their own invoice numbers, however they will remain linked together, so any changes to the excess document will automatically update the insurance companies invoice.

When you choose to Issue these invoices, GA3 will automatically print using a different template to show relevant information for the insured and the insurance company