Transfer payments

You can transfer misapplied payments from one policy to another on the Payment Log screen. To transfer a payment from one policy to another:

  1. Select Policies and Quotes in the BriteCore menu.
  2. Select Payments.
  3. Select Payment Log.
  4. 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.
  5. 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.
  6. 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>?

  7. Select OK.