How do I enroll in automatic payments for my businessowners' and excess policies?

You can enroll in automatic payments in two easy ways:

  1. While paying an outstanding invoice
  2. With no outstanding invoice

Enrolling in automatic payments with an outstanding invoice 

  1. Click “View Invoice” at the bottom of your Attune invoice email. When this is clicked, a new invoice page will open.
  2. Click on "Make Payment" in the top righthand corner of the invoice page. This will pop open a window where you will be able to enter the payment information.
  3. Select the payment method, either bank account or debit/credit card, and enter the information. 
  4. "Enroll in automatic payments" will already be selected for you, so leave this box checked. 
  5. Click the green "Pay" button to complete your payment and enroll.

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Enrolling in automatic payments with no outstanding invoices

  1. Click “View Invoice” at the bottom of any Attune invoice email. When this is clicked, a new invoice page will open.
  2. Click on "Set up Autopay" in the top righthand corner of the invoice page. This will pop open a window where you will be able to enter payment information.Screen_Shot_2020-05-04_at_12.04.18_PM.png
  3. Select the payment method, either bank account or debit/credit card, and enter the information. 
  4. Click the green "Enroll" button. If you have an outstanding payment you will be required to pay that balance in order to enroll.

Please note that payments will be withdrawn 3 days before the due date of the invoice for automatic payments.

Invoices will continue to be sent to the account billing contacts but no action needs to be taken. If a warning email is sent regarding an outstanding invoice or a payment failed email is received, please take action. You can update your payment information at any time from the invoice page. Brokers can update the billing contacts associated with an account through the Attune Portal by selecting "edit contacts" on the account page. 

 

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