Set up the recurring billing contact

On a policy's Accounts Receivable screen, on the Billing Setup tab, you can set up recurring billing for a policy.

Note: If the Initial Bill Contact is the same as the Recurring Billing Contact, then the information you select for the Recurring Billing Contact section will automatically populate in the Initial Bill Contact section.

To set up the Recurring Billing Contact:

1. In BriteCore, select Policies.
2. On the Policies screen, navigate to and select the applicable policy.
3. On the policy's Accounts Receivable screen, select the Billing Setup tab.
4. In the Recurring Billing Contact section, in the Recipient dropdown list, and then select the contact who will receive recurring bills.

   Note: If you want to view the recipient's payment methods, select the Payment Details link. You will be directed to the recipient's Payments screen in the Contacts module in a new window.

5. In the Address dropdown list, and then select the address where bills should be mailed.
6. In the Payment Method dropdown list, select the type of payment the recipient will use.
   Note: By default, the Manual payment method displays. If you select a credit card or ACH payment method type, then the policy will be set up on auto-pay. For more information, see Set up auto-pay.
   1. If you want to add a new payment method:
      1. Select Add and the Payment Method dialog box will open.
         Note: For more information, see Add a payment method from the Accounts Receivable screen.
   2. If you want to edit a payment method:
      1. In the Payment Method dropdown list, select the payment method you want to edit, and then select Edit.
      2. In the Payment Method dialog box, make the necessary edits.