Access payments in the Payment Log

September 15, 2022 14:31
Updated

On the Payment Log screen, you can use the filters to view payments received for:

All policies within a specific date range.
A named insured within a specific date range.

To access the Payment Log:

In the BriteCore menu, select Policies.
In the Policies menu, select Payments, and then select Payment Log.
On the Payment Log screen, complete the following steps:
1. In the Search box, complete one of the following steps:
  1. Leave the box blank to view payments for all policies within a specific date range.
  2. Type an insured's name to view their payments within a specific date range.
2. In the Filter From (MM/DD/YYYY) and Filter To (MM/DD/YYYY) boxes, type the applicable dates to filter the payments.
3. Select Search.