Payment option management
- Samantha Tran: Insurance-VN
In Seamless, you can define and manage payment options to control how premiums are collected for insurance policies. These options help align your policy’s billing process with your operational model—whether you're using external manual tracking, integrated payment gateways, or accounting systems.
This guide walks you through:
Setting up payment options using the configuration menu
Defining payment types and frequencies
Configuring integration behavior for each payment method
1. Set up a new payment option
Open the gear icon → go to Module Configuration → select Seamless Service
In the Accounts section, click Settings.Navigate to the FIELDS & LAYOUTS tab.
Navigate to the FIELDS & LAYOUTS tab
Click the New Field button to create a custom field for your payment option.
Scroll to the OPTIONS section and click the + button
Enter both the Display Name and the Value for your payment option.
Example: Display Name:
Direct Debit monthlyValue:direct_debit_monthly
Click the 3-dot menu next to the new payment option to open the settings dialog.
In the JSON Editor, enter:
Refer to supported payment frequency and supported payment type
Click SAVE in the JSON Editor
Once all payment options are added, click SAVE again in the Update Custom Field dialog
Supported payment frequency
Use one of the following standard values
Value | Description |
|---|---|
| Premium is allocated as one installment for the entire policy period |
| Premium is distributed across 12 monthly installments |
| Premium is distributed into 4 installments (every 3 months). |
| Premium is split into 2 installments (every 6 months) |
| Premium is allocated as one yearly installment. |
| Allows flexible installment setup (e.g., 1, 2, 4, 12 installments/year). Users can also define how each installment is distributed per cover |
Supported payment type
Choose based on how your tenant handles payments:
Value | Description |
|---|---|
| No integration; use for offline/manual payments |
| Seamless will send installments to a connected billing/payment provider |
| Seamless will export installments to an integrated accounting system |
3. Set up a payment option with an integrated provider
a. Set up a payment option for External payment methods
Suppose you have not connected your tenant to any 3rd party Finance providers (such as payment gateways or accounting services) and want to indicate an installment as paid in Seamless. In that case, this section is tailored for you.
The payment type of your payment option must be set to "External" to inform Seamless that no installment export is required for policies using this payment method.
b. Set up a payment option for billing provider/ payment gateway integration
Once you have linked your tenant to a payment gateway or billing provider, you will need to configure the settings in this section.
The payment type of your payment option must be set to "IntegratedCheckout" to inform Seamless to export a policy’s installment to the proper provider.
c. Set up a payment option for an accounting provider
Once you have linked your tenant to an accounting provider, you will need to configure the settings in this section.
The payment type of your payment option must be set to "Invoice" to inform Seamless to export a policy’s installment to the proper provider.
If you would like to request an article, drop us a mail at seamless.support@seamless.insure