Add payment method from Accounts Receivable screen

You can add payment methods to a contact in one of two ways:

• On the Payments screen of the Contacts module.
• On the Accounts Receivable screen of a policy.

There are two ways to add payment methods on the Payments screen of the Contacts module:

• Add an ACH payment method
• Add a credit card payment method

To add payment methods on the Accounts Receivable screen of a policy:

1. In the BriteCore menu, select Policies.
2. On the Policy Search screen, navigate to and select the applicable policy.
3. In the Policy menu, select Accounts Receivable.
4. On the Accounts Receivable screen, select Billing Setup.
5. On the Billing Setup tab, in the Recurring Billing Contact section, complete the following steps:
   1. Ensure the correct contact appears in the Recipient dropdown list.
   2. Next to Payment Method, select Add.
   3. In the Payment Method dialog box, complete the payment information for either ACH or credit card.
   4. Select Submit.

Usage considerations

In the Provider Administrator portal:

• On the Accounts Receivable screen, on the Billing Setup tab, in the Recurring Billing Contact section, next to Recipient, you can access the contact’s payment information.
• The Payment Details link will direct you to the contact’s Payments screen in the Contacts module.
• If you integrate with Authorize.net, you can also select countries other than the United States or Canada as the address for the risk address or payment method.

  Note: For more information, see the address-country-list advanced setting documentation.