Set up combined billing

If an insured has multiple policies, those policies can be linked. When policies are linked, a cover sheet will print to provide an overview of the amount due across all policies. Setting up combined billing includes the following:

  • Enable the Print Combined Billing Coversheet setting.
  • Create and link policies.
  • Commit new business.

Enable the Print Combined Billing Coversheet setting

  1. In the Provider Administrator portal, navigate to Settings > Modules > Policies > Accounts Receivable.
  2. Select the Print Combined Billing Coversheet box.
    Note: This deliverable isn’t currently customizable.
  3. Select Save.

Create and link policies

  1. Complete the Quote or Policy workflow for each policy. Ensure you assign the same Effective DateBilling Schedule, and Bill Whom to each policy. See Classic Quotes overview or Classic Policies overview.
  2. In the Provider Administrator portal, navigate to and select one of the policies that will be included in combined billing. In the policy header of the policy’s InformationProperty, or Builder tab, select the purple link icon under Policy ID.
  3. In the Linked Policies dialog box, search for and select the policies you want to link to the policy you’re currently working in.
  4. Select Done. See Link policies.

Commit new business

  1. Navigate to each individual policy and, in each policy header, select Commit Revision on the same day. This ensures the print date is the same for each policy, which is the date the system will use to batch the policies. See Commit Revisions.

Note: Renewal business doesn’t need to be committed (issued) on the same date.

Access the Combined Billing Statement

Once combined billing is set up, the Combined Billing Statement will generate and print during nightly processing along with the invoice for each policy. You can also locate the Combined Billing Statement on the Attachments screen of each policy. To access the Combined Billing Statement:

  1. Navigate to and select one of the policies associated with the Combined Billing Statement.
  2. Select Attachments.
  3. Select the Combined Billing Statement folder, then select the file with the date you want to view.

Note: The Combined Billing Statement deliverable that prints will be located in the Attachments screen of the policy that is associated with the Group Billing Number (GBN). The Combined Billing Statement for all other associated policies with be set to Do not print.

Troubleshooting

When the print dates of invoices don’t match, a Combined Billing Statement won’t generate for any out-of-sync policy. To re-sync a policy, cancel and rewrite the policy to match the policy effective date or billing schedule to the other grouped policies.

Syncing unmatched policies

When the print dates of invoices don’t match, a Combined Billing Statement won’t generate for any out-of-sync policy. To re-sync a policy, cancel and rewrite the policy to match the policy effective date or billing schedule to the other grouped policies.

Regenerate All Combined Billing Statements

The Regenerate All Combined Billing Statements tool addresses cases where the scheduled Combined Billing Statement(s) fail to print or need to be recreated. New statements will generate each time you use the tool, regardless of the reason for regeneration. These cases include:

  • If nightly processing fails to generate the Combined Billing Statement(s), the tool generates a new Combined Billing Statement for each group of policies.
  • If the Combined Billing Statement(s) generated but were set to not print, the tool will generate a new Combined Billing Statement for each group of policies and sets to print.
  • If the Combined Billing Statement that generated is wrong, this tool generates a new Combined Billing Statement and sets it to print after the correction has been made.

To generate a new set of Combined Billing Statement(s):

  1. In the Provider Administrator portal, depending on your screen configuration, do one of the following: 
    1. If you have a footer at the bottom of the screen, navigate to BriteCore Resources and select Support Tools.   
    2. If you don’t have a footer on your screen, navigate to your user icon in the top-right corner of the screen.  
      1. Select the icon or the arrow. 
      2. Select Resources
      3. From the dropdown menu, select Support Tools
  2. Under Accounting, select Regenerate All Combined Billing Statements.
  3. In the Start Date and End Date type the date range or use the date picker to select the date range that you want to reprint all Combined Billing Statements for.
    • To generate new Combined Billing Statement(s) for today, type or select today’s date for the Start Date and tomorrow’s date for the End Date.
  4. Select Generate Combined Billing Statement.

Note: The Combined Billing Statement generates in the Attachments screen of each policy associated with the policy group.

Usage considerations

Endorsements

If an amended invoice is unpaid by the next bill date, BriteCore will include the endorsement amount on the next Combined Billing Statement and individual policy invoice.

Multiple recipients

If a client creates multiple copies of the same invoice, only one invoice will show the Combined Billing Statement. Even though copies of the same invoice, that are addressed to different parties, exist on a policy, only one copy will show on the Combined Billing Statement.