Set up auto-pay

By default, a policy’s Payment Method is set to Manual Pay: Check, Cash, Money Order. However, a policyholder may want their payment automatically withdrawn from a checking account or credit card. The payment method can be changed to auto-pay on the Accounts Receivable screen of the policy. 

From the Billing Setup area of the Accounts Receivable screen:

  1. Beside Payment Method, select Add.
  2. Select Credit Card or ACH.
  3. Add the credit card or checking account information. 
  4. Select Billing address for account is the same as the contact’s primary address or add a billing address.
  5. Select Submit.
  6. From the Payment Method dropdown list, select the payment option the policyholder wants to use.
  7. To change the date funds are withdrawn for an automatic payment, select an option from the Withdraw Funds When dropdown list.

Note: The payment method will not automatically be updated to auto-pay when you add an auto-pay method. You need to select the auto-pay option from the dropdown list.