Edit Credit Card Information

Note: You must have the authority "Edit Credit Card Information" (Billing group) to do this transaction.

If an insured has a Credit Card Pay Plan, and credit card information was entered at the time the policy was rated and issued, you may make changes to the credit card information using this billing transaction. This transaction eliminates the need to make changes by processing an Endorsement or making a Pay Plan Change.

To edit credit card information:

1. Access the policy, and click Billing from the Quick Links Tree View.

2. Click Transaction on the Statement Display screen.

3. From the Transaction Reason combo box, select Edit Credit Card Information.

4. Fields that can be changed are:

• Credit Card Type

• Account Number

• Expiration Date

• Credit Card Vendor

• Name and Address Information of Cardholder

NOTE! Deduction day cannot be changed.

6. After making any edits, click Save. The information is retained, and the Statement Display screen returns.

Once you have edited and saved your information, a line item is added to the Account History screen. Account numbers are not displayed for security reasons.