Make a down payment with a credit card

During the quoting process, agents can use a credit card to make a down payment on the initial invoice in the Policies module.

To use a credit card to make a down payment:

  1. In BriteCore, complete a quote up to the Billing screen.
  2. In the Billing Method section, in the Initial Invoice box, complete the following steps:
    1. In the Bill Whom dropdown list, select the applicable named insured.
    2. In the Bill How dropdown list, select the applicable Mailing/Billing address.
    3. Select the Add a Payment Method plus icon Add icon.
    4. In the Payment Method dialog box, select Credit Card, complete the credit card information, and then select OK.
    5. In the credit card box, select Pay initial amount due from the account.
  3. Complete and submit the quote.
  4. On the Policy Search screen, navigate to and select the applicable policy.
  5. In the Policy menu, select Accounts Receivable.
  6. On the Accounts Receivable screen, select Make a Payment.
  7. In the Make Payment dialog box, under Payment Type, select Electronic Payment (Credit Card or ACH), and then select Make payment.
  8. On the Payment screen, in the Amount of Payment dropdown list, select Other, and then, in the amount box, type the down payment amount.
  9. In the Payment Information box, select the credit card payment method, and then select Submit Payment.