The insurance company needs an invoice before it pays the claim, and the family wants to know what's left once it does. Now one button answers both! 🙌

💼 What does View Payer Invoice do now?

View Payer Invoice used to download a PDF. Now it opens a live preview in Print Receipt, already set up as that payer's invoice.

What you see is exactly what prints, and you can change anything first: the header, who it's addressed to, how payments are listed, even the legal language.

🚫 This is for your team. When a family member clicks View Payer Invoice on their own card, they still download the PDF invoice, just like before.

🏦 How do I bill an insurance company?

Here's Harold Whitaker's case, with $8,000.00 expected from Prairie Star Life Insurance.

1️⃣ Record the policy

On the Payments page, click Enter insurance policy on a new payer card and fill in the Record Insurance Policy dialog. Gather Pay: Insurance has the details.

2️⃣ Click View Payer Invoice

It's at the very bottom of the insurer's payer card. Print Receipt opens with everything already set up.

3️⃣ Check the preview

The invoice is addressed to Prairie Star Life Insurance by name, with two blank lines underneath. Gather records an insurance company by name only, so write its claims address in by hand.

4️⃣ Print, fold and mail

Click Print Receipt, then print from your print window. Fold the page in thirds and it drops right into a #9 double-window envelope. ✉️ More envelope tips in Making Every Page Yours with Customizable Headers.

📋 What's on the Payer Invoice?

It opens on your Envelope header, with Invoice for: Harold Whitaker across the top, and the Statement in the Compact layout with equal columns. Here's the money side:

1️⃣ Statement Total: everything on Harold's Statement.

2️⃣ Outside Charges, itemized, when the case has any: here, the memorial video and death certificates.

3️⃣ Total Actual Payments: everything received, on one line. Convenience fees, if any, get their own Total Convenience Fees line.

4️⃣ Expected Payments: only this payer's, itemized, and faded until the money arrives.

5️⃣ Balance Owed: what's owed on the case today, $8,465.20.

6️⃣ Balance Owed After Expected Payments: what's left once this payer pays, $465.20.

It also carries your Invoice Language beside your funeral home, plus any Professional Services, Merchandise and Cash Advances section language you've set up. For how every number is worked out, see Understanding Your Statement's Totals and How They Tie Out.

📍 NOTE: Balance Owed After Expected Payments prints only while this payer still has a payment expected. Once the policy pays, the invoice ends on Balance Owed.

👪 Can I bill a family member, too?

Absolutely. It works on every payer card, perfect for a pre-need shortfall or a son covering his share from across the country. The invoice is addressed to them, apartment or suite line included. No address on file? Click + Click to add one on their card in Print Receipt.

Two quick tweaks, using the same options as Showing Families Exactly What's Owed with Customizable Statements:

🧾 List each payment by name, like a paid-out pre-need policy: set Actual Payments to Itemized.
⏳ Show what's left once the insurance pays: set Expected Payments to Total, or to Itemized and tick the policy. Balance Owed After Expected Payments joins the bottom line.

Working a pre-need case? See How to Convert a Case From Pre-Need to At-Need in Gather and Insurance Policy Statuses.

Pro Tip: A Payer Invoice is its own document. Change whatever you like before you print. It always opens fresh as the Payer Invoice, and printing one never changes how your other Statements and receipts open next time.

🙏 What happens after the policy pays?

When the payout arrives, record it with Record payment on policy on the insurer's card. For a receipt, click View Receipt on that payment, then Print this Receipt to open it in Print Receipt.

Since an insurance company isn't a person on the case, the receipt doesn't start on the Envelope header. Click Envelope to address it to them by name. More in Printing Exactly What Every Payer Needs with Customizable Receipts.

📸 SCREENSHOT: OPTIONAL, after the payout. The View Receipt dialog for the received $8,000.00 Prairie Star Life Insurance payment on Harold Whitaker's case (Ashford & Lane Funeral Home demo).

🔵 Blue circle: on Print this Receipt.

➡️ Blue arrow: none.

📐 Size: centered, about 400px wide.

🗂️ Source: new capture. Delete this block if the shot is skipped.

⚠️ Shoot note: shoot it last, or on a copy of the case: recording the payout changes the Whitaker figures every other image uses.

🏷️ Alt text: View Receipt for the Prairie Star Life Insurance payout, with Print this Receipt circled

🙋 Other FAQs

Why doesn't View Payer Invoice download anymore?

For your team, it opens a preview first, so you can check it before printing. Need a file? Choose Save as PDF in your print window.

Why does the button still show a download icon?

It's the same trusty button. For staff, it just opens the preview now. 😉

Is Balance Owed just this payer's share?

Nope. It's what's owed on the whole case today, the same as Outstanding on the Payments page. Balance Owed After Expected Payments then takes off this payer's expected payment.

The case has two expected payments. Which ones show?

Only this payer's. The others are unticked under Expected Payments, and an amber note says the totals leave them out. Tick them to add them back.

Why are the payments already received on one line?

That's how the Payer Invoice opens. Set Actual Payments to Itemized to list each one by who paid and how.

Why does it open in Compact with equal columns?

So it fits neatly on the page. Click Visual Layout for that print if you prefer.

What if the insurance company paid more than was owed?

Nice problem to have! The invoice ends on Credit Balance instead of Balance Owed. To send the difference back, see 🏦 How to Use Gather to Distribute Insurance Refunds for Overage Payments.

Need More Help? 👋

Chat with our team anytime. Or give us a ring at (208) 908-0488.

How Do I Bill an Insurance Company (or Any Payer) with View Payer Invoice?

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