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Insurance
Direct Billing

Direct Billing

Policyholders, agents, and admin users can set up direct billing from the Lex Console.

  1. Open the policy that you want to set up direct billing for and from Actions, click Set-Up Billing.
  2. Select Direct Billing and click Next.
  3. Select the bill delivery method and click Next.
  4. Now, select your payment frequency and click Next.
  5. That's it! You see a confirmation that direct billing has been approved. To see your policy, click View Policy.
 
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Salesforce Help | Article