FAQ ID # 904
Setting the default payment method
Last Update : 2018/01/16
Rating : Not Rated
Add to favorites
Print this FAQ

Question / Issue
How to set the default payment method

Answer / Solution

You can set a default selection by

  1. Going to the Welcome menu then Preferences
  2. Choose Agency on the left.
  3. Go to the Quote Entry box.
  4. Choose the Line of Business - Auto, Homeowners, etc.
  5. Now select the Default Payment Method
  6. Then hit Save, hit Save again, and then Close

Direct Link to This FAQ

Default payment

Back to Top