Insurance

Go to the side bar menu and select "Insurance." This will take you to the Insurance page.

Click on the "Add New Insurance" option.

Enter the policy number as per your business preference.

Choose the client associated with the insurance plan.

Select the duration of the insurance plan.

Choose the relevant company and subcategory for the insurance.

Define the start and end dates of the insurance plan. Specify the expiration date of the plan.

Enter the number of days prior to the due date to notify the customer.

Input the base amount of the insurance and the tax percentage. The total amount will be calculated automatically.

Provide a description for the insurance plan.

Click "Save" to record the entry.

• After saving, the new insurance plan will be listed on the main Insurance page.

• Based on user privileges, you can view, edit, or delete the entry.

• Use the available filter options for easy access to the data.