Settings

Settings

Policy Lifecycle – Write-Off Reasons

Once you set up your billing schedules, you can add the write-off reasons you want to provide as options.

In the Write-Off Reasons section, you can:

  • Add new write-off reasons.
  • Edit existing write-off reasons.

Add write-off reasons

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Modules, and then select Policies.
  3. On the Policies screen, under Policy Lifecycle, select Edit.
  4. In the Confirm dialog box, select Yes to save your data before proceeding.
  5. At the top of the Policy Lifecycle screen, select the Choose a State dropdown list, and then select the applicable state.
  6. In the Billing section, under Write-Off Reasons, next to Add Write-Off Reason, select the plus icon .
  7. In the box, type the new write-off reason, and then, at the bottom of the screen, select either Save or Save and Exit.

Edit write-off reasons

  1. On the Policy Lifecycle screen, in the Write-Off Reasons section, next to the write-off reason you want to edit, select the edit icon .
  2. In the box, make the necessary changes, and then select either Save or Save and Exit at the top or bottom of the screen.