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:
- Select Policies and Quotes in the BriteCore menu.
- On the Policies List screen, select the policy to open it.
- Select Accounts Receivable.
- Select Billing Setup.
- From the Invoice Frequency dropdown list, select the billing schedule for the policy.
- 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.
- Select Submit.