View future invoices

By default, you can view current and previous invoices, but not future invoices, in the Account History table of the Accounts Receivable screen. BriteCore provides functionality so you can view future invoices in the Account History table. If you want to view future invoices, then:

  1. On the Accounts Receivable screen of a policy, navigate to the Account History section and select the Show future invoices checkbox. When you select this checkbox, all future invoices for the current policy term will display in the Account History table.

Note: The Processed date for each invoice is the date the invoice is scheduled to process and send.

When you select the Invoice link in the Type column, the future invoice (billing statement) deliverable will open.