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

Replace {yourInstance} with the My Domain name of your Salesforce org.

1https://{yourInstance}.salesforce.com/services/data/v68.0/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
`insPolicyTransactionId`	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