Clients can change the payment method used to pay their policy premium on their own, by logging into the self-service Client Portal. For clients who don't have access to the Client Portal, you are able to change the policy payment method on their behalf.
Account prerequisites:
- User permission: Invoice update
To change the policy payment method:
- Navigate to the policy that needs to be updated. A payment method is tied to a specific policy - if the client has multiple policies, changing the payment method on one won't affect the payment method on others.
- On the right hand side in the Payment summary section, the current saved payment method is displayed. Click the pencil icon to edit the payment details.
- Enter the client's bank account name and number, and click Confirm to save the change. The updated payment details will be saved and used for all upcoming payments.
For security reasons it isn't possible to update a client's payment method with new credit card information, only direct debit. If a client wants to change their credit card details they must login to the Client Portal and make the update themselves.