Industry · Self-billing

Self-billing for insurance & financial introducers

Insurers, networks and financial firms calculate introducer and broker commission from their own systems — so self-billing lets you invoice and pay each introducer for what they’ve earned.

Why self-billing works for insurance & financial introducers

How it works

Under a self-billing agreement with each introducer, you prepare the commission invoice from your own data, apply the correct VAT treatment, send a copy and pay.

VAT & compliance

VAT treatment varies: many insurance-related introductions are VAT-exempt, while other introducer or marketing services can be standard-rated. Apex Billing supports standard, reduced, zero-rated and exempt treatments per supplier — set the correct one and confirm your position with your adviser.

This is general information, not tax advice — confirm your own position with your accountant or HMRC.

How Apex Billing helps

Introducers & brokers — self-billing FAQs

Can I mark commission as VAT-exempt?

Yes. Apex Billing supports exempt, zero-rated, reduced and standard treatments — choose the correct one for each introducer and confirm with your adviser.

Can I run a whole commission period at once?

Yes. Import the period’s commissions as a CSV to bulk-create the self-billed invoices.

Other industries

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