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Invoice Cloud overview

Invoice Cloud is a secure electronic bill presentment and payment solution that administrators, agents, and customers can use. Administrators and agents can use Invoice Cloud only as a payment processor, but customers can use it for the entire electronic billing experience.

Functionality

The Invoice Cloud integration:

  • Serves as a payment processor.

    Note: For agents and administrators, all payment transactions are initiated in BriteCore and sent via real-time API to Invoice Cloud for processing.

  • Allows clients to enroll in auto-pay and use paperless billing.
  • Shows on BriteCore as the auto-pay method on a policy.

Benefits

  • Electronic payments
  • AutoPay
  • Bill presentment
  • Up-to-date billing details

Invoice Cloud offers many additional options to enhance the billing experience, including:

  • Payments: Make payments online, by text, or by phone.
  • Scheduled payments: Set up payments through AutoPay, Scheduled Payments, or FlexPay for budget payments.
  • Biller-branded customer portal: Customize your customer portal to match your brand.
  • Built-in email and SMS text engine: Improve customer communications.
  • Real-time data refresh: Provide clients with the most up-to-date account data.

Adoption considerations

  • Quoting and policy numbers must remain the same to associate the policy and the quote in Invoice Cloud.
  • An active invoice must be present on a client’s policy before they can sign up for Invoice Cloud.
  • Invoice Cloud doesn’t show credits; it displays either $0 or that there is a balance due.
  • The following processes aren’t automated and must be handled in BriteCore and Invoice Cloud:
    • Delete
    • Void
    • NSF

Note: Invoice Cloud will provide a report of NSF accounts.

Supported products

BriteCore supports Invoice Cloud.

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