Days in credit

Billing

Administrators can define the number of days a credit remains on a policy until it is automatically moved to the Return Premium Queue by enabling the days_in_credit advanced setting.

The days_in_credit advanced setting uses > (greater than) or = (equal to) logic.

Example: A value of 10 means the return premium will be moved from the policy to the Return Premium Queue 10 or more days prior to today.

To enable the days_in_credit advanced setting:

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Advanced.
  3. On the Advanced Setting screen, in the Search for a Setting box, type days_in_credit, and then select Search.
  4. In the days_in_credit box, in the Setting Value box, type the number of days you want credits to remain on a policy before being moved to the Return Premium Queue.

Example: Type 10.