Set up Accounts Receivable screen

The default behavior for Accounts Receivable always shows Total Paid to Date as a positive balance. In the rare event of a refund larger than what has been paid on the policy, BriteCore has a setting that will show the accurate Actual Paid to Date to reflect negative numbers.

To enable:

  1. Navigate to Settings > Advanced.
  2. Search: actual_paid_to_date.
  3. Select True.

Note: This is the recommended setting to accurately reflect the total payments for the term.