Transaction Details can be viewed in the Account History section of the Billing Overview tab on the Accounts Receivable screen.
To view the transaction Details:
- In BriteCore, select Policies and Quotes.
- On the Policies List screen, select an active policy with no open revisions or endorsements to open it, and then select Accounts Receivable.
- In the Account History table, select the gray arrow to the left of an invoice, payment, waiver, or return premium transaction.
The transaction details provide a transaction description, the policy status, and additional information based on the transaction type:
Invoice Details
- Provides the Bill Date, Due Date, Cancel Date, and whether or not the invoice was Paid In Full.
- Displays the amount of Premium, Installment fees, and Custom fees due.
Note: The Bill Date is the expected date of issuance and is typically the date the system prints and mails the invoice. If the expected date of issuance is on a holiday or weekend, the system prints and mails the invoice on the next business day. The Bill Date also appears in the Processed column on the Account History table.
Payment Details
- Provides the Payment Amount, Payor, Payment Method, Payment Source, Payment Status, and Confirmation Number.
- Displays the Premium Overview Snapshot.
Waive Details
- Provides who generated the waiver.
- Displays the Premium Overview Snapshot.
Return Premium Details
- Provides who generated the waiver and who received the return.
- Displays the Premium Overview Snapshot.
Details options
- Waive System Fees
- Edit and Reprint an invoice
- Mark a payment as Non-Sufficient Funds
- Void a waiver or payment