Skip to main content

Insurance invoicing

docs image

Insurance invoicing

Configuring invoices for an insurance set up

If your business requires an insurance setup invoice, it's possible to set an 'insured value' amount on order lines containing insurance products.

To avoid this insured amount being different on the invoice, the insured amount can be set on a custom field, which will then be updated on the invoice.

It takes three easy steps to implement this on EVA:

Custom field creation​

Create a custom field of Type: Decimal (name it as you please).

CreateCustomField
    {
        "Name": "InsuredValue",
        "DataType": 3,
        "DisplayName": "InsuredValue",
        "TypeID": 3,
        "BackendID": "insuredvalue"

    }

Setting​

Put the name of the custom field in the following setting: InvoiceModel:InsuranceAmountCustomField. This setting will let EVA know which field value to pass on to the invoice data model.

Add the value​

Add an insurance item to your basket and a value to your custom field (example: 408.99)

UpdateOrderLineCustomFields
{
    "ID": 5758,
    "CustomFields": [
        {
            "CustomFieldID": 41,
            "NumberValue": 408.99

        }
    ]
}

Now when you pay for the order, the invoice will be updated with the insured amount of 408.99.