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Invoice lifecycle
Insurance on Root
Overview
Issuing policies
Managing policies
Claims
Complaints
Workbench tutorials
Getting started with Workbench
Prerequisite skills
Setup tutorial
Set up on Root
Set up Workbench on your local environment
Dinosure tutorial
Update policy schedule wording
Add a new benefit
Update pricing
Team collaboration workflow
App notifications
Building with AI
Other tutorials
Webhook setup and verification
Product modules & workflows
Product modules overview
Product module features
Workbench
Workbench dashboard
Workbench CLI tool commands
File and folder structure
Upgrading to Root Node 24
Settings
General settings
Billing settings
Event hooks & actions
Event hooks overview
Product module code
Quote hook
Application hook
Policy issue hook
Alteration hooks
Reactivation hook
Requote hook
Lifecycle hooks
Scheduled functions
Actions
Policy Module Display Data Hook
Application Module Display Data Hook
Application Cancellation Reasons Hook
Policy documents
Claims workflow
Claims blocks overview
Claims blocks reference
Disbursement blocks
Claims assessor checklist
Document labels
Claim assignments
Schemas
Schemas overview
Schema component reference
Handlebars
Handlebars overview
Handlebars helper reference
Embed
Embed overview
Embed configuration
Embed | Sales prefilling
Policyholder prefill from quote
Embed implementation
API docs
Processes and practices
Product module updates and deployments
Product module tests
Coding standards
Git workflow
Glossary
Restricted data
Customer notifications
Customer notifications overview
Custom notification events
Claim notification events
COLLECTIONS
Collections overview
Collection lifecycle
Glossary of collection dates
Collection statuses
Collection notifications
Collection Modules
Workbench
Workbench CLI commands
File and folder structure
Create a collection module
Build a collection module
Collection module settings
Root lifecycle events
Collection module UI components
Scheduled payments
Configure scheduled payments
Create and manage schedules
Submit scheduled payments
Scheduled payment events and troubleshooting
Scheduled payments example
Examples
Stripe Card Collections
Processes and practices
Environments
Publish collection module version
Link a collection module to a product module
Manual EFT collections
Coupons
Native debit order collections
Collection strategies
Daily collections process
Setting up your Nedbank account
Supported banks
Success assumed after 5-days
Account number validation (CDV)
Account verification (BANV/AVS)
TT2 DebiCheck
Custom payments integration
Configuration & rules
Payment instructions
Create or update payments
Invoicing
Invoice lifecycle
Creating invoices
Credit notes and refunds
Invoice events
Data management
Data management overview
Insights overview
Data definitions
Query reference
Data Adapter
Connect to Data Adapter
Tutorial: Use DBeaver to connect to Data Adapter
Tutorial: Use PowerBI to connect to Data Adapter
Data Adapter queries
Archived snapshots
Data exports
Data stores
Data migrations
Courses & Certifications
Product Builder Fundamentals Course
Course overview
Part 1: Getting set up with your first product
Part 1.1: Product module specifications
Part 2: Generating insurance quotes
Part 3: Issuing policies
Part 4: Amending policies with alteration hooks
Part 5: Lifecycle Hooks and Reactivation
Part 6: Scheduled Functions and Anniversary Logic
Part 7: Crafting documents and documentation
Part 8: Building a Claims and Payout Flow
Wrapping up
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Invoice lifecycle
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