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Make a One-Time Payment for Policy Premium

Make a One-Time Payment for Policy Premium

Policyholders and admin users can perform the payment from the Lex Console:

  1. Open the policy that you want to make the payment for and from Actions, click One-Time Payment.
    The One-Time Payment button.
  2. Enter the Payment Date.
  3. Select a Method of Payment and click Proceed to Pay.
    The Review Policy details screen.
  4. Enter payment details and click Next.
  5. That's it! You see a confirmation if you payment is approved. To see your policy, click View Policy.

    A payment record is created in the user account associated with the policy. You can see details in the Related section, under Billing Accounts.

    The Confirmation screen.
 
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Salesforce Help | Article