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Auto Pay
Policyholders, agents, and admin users can set up automatic payments from the Lex Console.
- Open the policy that you want to set up direct billing for and from Actions, click Set-Up Billing.
- Select Auto Pay and click Next.
- Select the bill delivery method and click Next.
- Now, select your payment method and click Next.
- Depending on the option you selected, enter the payment details.
- Select a payment frequency and click Next.
- That's it! You see a confirmation that direct billing has been approved. To see your policy, click View Policy.
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