You can transfer misapplied payments from one policy to another on the Payment Log screen. To transfer a payment from one policy to another:
- Select Policies and Quotes in the BriteCore menu.
- Select Payments.
- Select Payment Log.
- In the Payment Log, navigate to the row of the payment you want to transfer and select the Transfer button. The Policies dialog box will open.
- In the Search box, type search criteria, such as policy ID, named insured, or policy type. Then select Go or press Enter/Return on your keyboard.
- Select the policy you want to transfer the payment to. A Confirm pop-up message will open with the following message:
Are you certain you want to move this payment of <Payment Amount> to policy <Policy Number>?
- Select OK.