Insurance Developer Guide

Get Started with Insurance Developer Resources
Insurance Brokerage
Insurance Brokerage Business APIs
Resources
Bulk Cancel Policy (POST)
Bulk Renew Policy (POST)
Commission Processing (POST)
Cost Calculation (PATCH)
Expected Revenue (PATCH)
Insurance Policy Prorate (PATCH)
Insurance Policy Rollup (PATCH)
Insurance Billing Schedules (POST)
Plan Benefits (GET, POST, PATCH, DELETE)
Plan Benefits Product Model (GET)
Renew Policy (POST)
Requests
Responses
Insurance Brokerage Standard Invocable Actions
Insurance Brokerage Metadata API Types
Insurance Brokerage Apex Reference
Insurance Claims Management
Insurance Group Benefits
Insurance Policy Administration
Insurance Product Administration
Insurance Quoting
Insurance Apex Reference
Error Codes and Responses
PDF

Insurance Billing Schedules (POST)

Create billing schedules from insurance policy transactions to generate financial records for policy lifecycle events.

This API automates the creation of billing schedules and invoices for key policy events, including Issuance, Endorsement, Cancellation, and Renewal. The service supports complex scenarios such as out-of-sequence endorsements and cancellations by calculating transient transactions to ensure accurate net billing.

Resource
1/connect/insurance/billing/billing-schedules
Resource example
1https://yourInstance.salesforce.com/services/data/v67.0/connect/insurance/billing/billing-schedules
Available version
66.0
HTTP methods
POST
Request body for POST
JSON example
1{
2  "insPolicyTransactionId": "0k9xx0000000001AAA"
3}
Properties
Name Type Description Required or Optional Available Version
insPolicy​TransactionId String ID of the insurance policy transaction record to get related transaction details and billing configuration. Required 66.0
Response body for POST
Insurance Billing Schedules Response