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Once permission is granted, navigate
Navigate to the policy details and scroll down to the "Payment Schedule" section
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to view the current payment option along with the edit icon.
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Click on the
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Edit
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icon
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to view all the available payment options.
For example:
Background:
“
Autogiro månad" is the payment option name for monthly installment.“
Helårsfaktura" is the payment option name for annual payment.When purchasing the policy, the customer chose “
Autogiro månad".
Given: the current policy payment option is “Autogiro månad".
When: the customer would like to change to the option “Helårsfaktura", and you are acting on behalf of the customer’s selection.
Then: the system will do the following tasks:
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Get a confirmation from you that payment option will be changed from Autogiro månad to Helårsfaktura.
Once you confirm, the payment schedule should be re-generated.
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It will take a little time to process,
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Select another payment option that you would want to change
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Confirm your action with the new payment option
Seamless will re-generate the payment schedule if needed. When it is done, the policy detail screen will be refreshed
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with the new payment schedule
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For extracted installments (
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the installment with the status), they will remain the same.
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For non-extracted installments (the installment without any status), they will be
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re-
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distributed following the
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newly selected payment
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frequency, as the last payment in the screenshot above.
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3. Setup
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payment option
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<TBD>