Accounts Receivable overview

Billing occurs at the individual policy level on a policy’s Accounts Receivable screen. To access the Accounts Receivable screen, open an Active policy and select Accounts Receivable.

There are three parts of the Accounts Receivable screen: 

  • Header
  • Billing Overview tab
  • Billing Setup tab 

The Header contains the named insured, policy status, Policy Term, Policy Type, Linked Policies, and Insured Mailing Address.

Billing Overview

The Billing Overview tab contains the Policy Details, Balance Details, and Account History sections.

In the Policy Details section (Figure 1), you can view and manage:

  • Agent/Agency
  • Mortgagee
  • Total Non-Pays
  • Claims
  • Premium breakdown
  • Premium records
Figure 1: Policy Details section of the Billing Overview tab on the Accounts Receivable screen.


From the Balance Details section (Figure 2), you can view the installment schedule and make payments.

Figure 2: Balance Details section of the Billing Overview tab on the Accounts Receivable screen.

Account History

The Account History section (Figure 3) shows invoices, payments received, and trailing balance. You can also write-off premium, write-off custom fees, view the revision history, and view the installment schedule.

Future invoices are hidden by default, but you can select Show future invoices to view them.

Figure 3: Account History section of the Billing Overview tab on the Accounts Receivable screen.


The Account History table is a ledger and should be read from top to bottom. In the Account History table:

  • Processed is the date a transaction took place or, for future invoices, the date a transaction is scheduled to take place.
  • Type is the type of transaction, such as Invoice, Payment, NSF, or Return Premium. If a deliverable was generated for the transaction, it will be linked in the Type column. Select the link to view a PDF copy of the deliverable in a new tab.
  • The Debit and Credit columns display the dollar amount of the transaction.
  • The Trailing Balance is the amount due as of that date, including any unbilled installment fees.
  • The Summary shows comments entered when the transaction was processed.

If the Account History table is blank, the policy may be canceled or the policy may be active but not in-force. 

BriteCore generates invoices for in-force policies and endorsements. In BriteCore, the process of putting a policy or endorsement in-force is called committing a revision for property and casualty policies.

BriteCore doesn’t consider the policy in-force unless the policy is active and all open revisions have been committed. To commit open revisions on a policy, you can return to the Policy Information screen and select the Commit Revision button to commit an open revision on a policy. Once the revision is committed, the Account History table will display policy information.

Note: A policy is active once the policy application is approved, but an active policy can have open revisions in BriteCore.

Billing Setup

On the Billing Setup tab (Figure 4), you can select how frequently the insured is billed and how many days prior to an invoice’s due date that funds should be withdrawn from an auto-pay account. You can also view and manage the recipient, address, and payment method for the initial and recurring billing contact.

Figure 4: Billing Setup tab on the Accounts Receivable screen.