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