Expanded BillingCenter integration

PolicyCenter integration with BillingCenter now provides improved control over the invoice stream and payment instrument.

From PolicyCenter, you can:

With policy-level billing, you can override defaults for the invoice stream of each policy. These overrides are propagated to BillingCenter.
Specify how to invoice excess premium in a policy change.
Capture the payment instrument.

Multicurrency integrations now provide a more consistent experience in creating organizations and producer codes.

Multicurrency changes

BillingCenter now enables agency bill and commission plans to be defined in multiple currencies. PolicyCenter makes use of these improvements and can associate multicurrency plans with producers and organizations. In previous releases, you had to define a plan for each currency.

If a plan offers more than one currency, you can now select multiple currencies on these screens:

Organization > Agency Bill Plans
Producer Code > Commission Plans

The plugins that communicate with BillingCenter have been updated to handle these changes.

Payment screen changes

The Payment screen of a policy transaction has changed:

New read-only Billing Level on the Billing summary indicates whether to bill the policy separately or on an account bill. The IBillingSystemPlugin plugin implementation retrieves the billing level from the billing system. If this is a new policy, the plugin sets a default value. When integrated with BillingCenter, for existing policies the billing level comes from BillingCenter.
New Override Change in Cost Billing appears in policy change, issuance, and reinstatement policy transactions. The Special Handling field enables you to override how to bill the changes in cost. The overrides are propagated to BillingCenter. The default billing splits the cost change proportionally among the payments. Bill Immediately creates a new payment for the whole cost change amount. Bill on Next Invoice adds the payment to the next scheduled invoice.
New Hold for Final Audit billing override option appears for policies that have the schedule final audit set to Yes.
Invoicing Overrides replaces Custom Billing Options. You can override the default invoicing by specifying whether to send invoices on a specified date or relative to the due date. You can also override the payment instrument.
New Fix Invoices by replaces Due Date in the Invoicing summary. The value comes from the BillDateOrDueDateBilling typelist on the payment plan (PaymentPlanSummary).
In the Payment Schedule listing, you can only view the Schedule for the selected Payment Plan.
If you specify an Alternate Billing Account, the policy gets the Billing Level from the alternate account.

Restoring Custom Billing Options

In this release, Custom Billing Options on the Payment screen has been deprecated and replaced by Invoicing Overrides. If you used Custom Billing Options in a previous release and wish to restore Custom Billing Options and the related functionality, set the EnableCustomBilling parameter to true in config.xml.