Select invoice frequency

Invoice frequency, or billing schedules, are configured in Policy Lifecycle settings. Once billing schedules are built, you can select the invoice frequency for a policy on the Accounts Receivable screen.

To update the invoice frequency for a policy:

  1. Select Policies and Quotes in the BriteCore menu.
  2. On the Policies List screen, select the policy to open it.
  3. Select Accounts Receivable.
  4. Select Billing Setup.
  5. From the Invoice Frequency dropdown list, select the billing schedule for the policy.
  6. In the Change Billing Schedule dialog box, you can either preserve invoices that have already been sent or you can regenerate them. Select an option.
  7. Select Submit.