Make a payment

You can initiate payments on single policies or on policy groups from the Accounts Receivable screen in both the Provider Administrator and Agent portals.

To initiate the payment:

1. In BriteCore, select Policies.
2. On the Policies screen, under Policy Search, select the policy you want to make a payment on, and then select Accounts Receivable.
3. On the Billing Overview tab, navigate to Balance Details, and then select the Make Payment button.
4. In the Make Payment dialog box, in the Payment Type list, select one of the available options:
   • Electronic Payment
   • Manual Payment

     Note: The Manual Payment option won't appear in the Agent portal. To make a manual payment when in the Agent portal, select Agent Sweep.

   • Agent Sweep

     Note: If you select Agent Sweep and you're in the Provider Administrator portal, additional fields will appear in the Make Payment dialog box. In the Amount box, the amount from the Balance Details section will appear by default. To change the amount due, type the actual amount of payment or use the arrows to increase or decrease the amount of payment. In the Check Number (Optional) box, type the check number. As indicated, this is an optional field. See Submit a sweep payment.

5. Select Make payment.
   • If you select Electronic Payment, you will be directed to the Secure Checkout screen.

     Note: For more information, see Submit an electronic payment.

   • If you select Manual Payment, you will be directed to the Daily Cash Receipt screen.
   • In the Provider Administrator portal, if you select Agent Sweep, and then select Make payment, you will return to the Accounts Receivable screen.
   • In the Agent portal, if you select Agent Sweep, you will be directed to the Payments screen where you can enter the sweep payment.