Set Up Auto Pay

Policyholders, agents, and admin users can set up automatic payments 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 Auto Pay and click Next.
   
3. Select the bill delivery method and click Next.
   
4. Now, select your payment method and click Next.
   
5. Depending on the option you selected, enter the payment details. For this example, we've selected Credit Card.
   
6. Select a payment frequency and click Next.
   
7. That's it! You see a confirmation that direct billing has been approved. To see your policy, click View Policy.