Knowledge

    New invoicing process 21

    The invoic­ing process 21 cov­ers all steps from invoice and bro­ker­age fee con­trol and deliv­ery of the invoice to the cus­tomer to bro­ker invoic­ing and post­ing in finan­cial account­ing. Dif…

    /brokerstar
    New invoicing process 21

    The invoic­ing process 21 cov­ers all steps from invoice and bro­ker­age fee con­trol and deliv­ery of the invoice to the cus­tomer to bro­ker invoic­ing and post­ing in finan­cial account­ing. Dif­fer­ent vari­ants can be select­ed depend­ing on requirements

    Receipt of the invoice

    Invoic­es can be deliv­ered in the fol­low­ing ways:

    • Eco Hub / DXP
    • One Bro­ker
    • Direct­ly through insurers
    • Man­u­al input

    Data and XMLA dis­tinc­tion is made between struc­tured data and doc­u­ments. An XML file can con­tain both data and PDFs. Both are stored ful­ly auto­mat­i­cal­ly in BrokerStar.

    Invoice ver­i­fi­ca­tion

    A fixed pro­ce­dure must be fol­lowed in Bro­ker­Star for the ful­ly auto­mat­ic check­ing of pre­mi­um invoic­es: Deb­it posi­tion — read­ing — dif­fer­ence han­dling⇒ for bro­ker­age fee control

    Mail noti­fi­ca­tion

    As soon as the invoice has been checked and giv­en the elec­tron­ic «checked» stamp, the cus­tomer receives a noti­fi­ca­tion to down­load the invoice from BrokerWeb.

    Bro­ker­Web

    The cus­tomer recog­nis­es the new invoice in the cus­tomer por­tal, which can be down­loaded. In this case, there is no need to send the accom­pa­ny­ing let­ter by post.

    One Bro­ker

    The process for auto­mat­ed invoice pro­cess­ing can be com­bined with Bro­ker­Star. The lat­est tech­nol­o­gy extracts data from dif­fer­ent sources.

    Inter­me­di­ary billing

    If there are inter­me­di­aries with a com­mis­sion claim, the state­ments can be cre­at­ed auto­mat­i­cal­ly and the pay­ments trans­ferred direct­ly to e‑banking.

    Account­ing

    Bro­ker­Star main­tains open item account­ing. With the finan­cial account­ing inter­face, account­ing-rel­e­vant trans­ac­tions are trans­ferred direct­ly to Sage or Aba­cus programmes.