Billing Plan Configuration

The Billing Plan Configuration function allows you to install user-defined billing plans (Annual, Monthly, Quarterly, etc.).

Items added with this function display in the Billing Plan dropdown menu on the Billing tab of the Line form in policy detail.

Note: This article contains printing instructions that are only applicable if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot print directly from within the system. See Printing for more information about the printing capabilities available from Epic Browser. All other steps in this article are applicable to both methods of accessing Epic unless stated otherwise.

From the Home screen, do one of the following:

Click Configure on the navigation panel.
Click the down arrow next to Home on the menubar and select Configure.
Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

Click the down arrow to the right of the Home options bar button and select Configure.
Click Home > Configure on the menubar. The Configure screen displays.

Click Policy on the navigation panel or Areas > Policy on the menubar.

Click Billing Plan on the navigation panel.

To sort the list, click the heading of the column by which you want to sort.

You can do the following from here:

Add a Billing Plan
1. Do one of the following:
  - Click the Add button to the left of the list.
  - Press [Insert] on your keyboard.
2. Enter a Description of the billing plan.
3. Click Finish or press [Enter] to complete the record.
  
  Click Add to add this record and create another one.
  
  Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
Edit a Billing Plan
1. Click the billing plan to be revised and then do one of the following:
  - Click the Edit button to the left of the list.
  - Click File > Open on the menubar.
  - Double click the billing plan.
  - Press [Enter].
2. Change the Description.
3. Click Finish or press [Enter] to complete the workflow.
  
  Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
Delete a Billing Plan
1. Click the billing plan to be deleted and then do one of the following:
  - Click the Delete button to the left of the list.
  - Click File > Delete on the menubar.
  - Press [Delete] on your keyboard.
2. You are prompted, "Do you wish to delete this record?" Click Yes.
Print a List of Billing Plans
1. To print a list of billing plans, do one of the following:
  - Click the Print button to the left of the list.
  - Click Print > Listview on the options bar.
  - Click File > Print > Listview on the menubar.
2. The Print window displays. Print this list as you would any other document.