Using the "Automatic Billing" feature within Waypoint

Because this feature only works for "Agency Billed" policies, check if your policy is either Agency Billed or Direct Billed from the "Policy" tab.

Click “Billing” on any “Agency Billed” policy you’d like to review. From this screen you can;

• view the billing contact who will receive automatic reminder emails for invoices each month.
• enable or disable automatic payments by selecting or deselecting a bank account.

Remember that if you'd rather pay invoices manually each month, you can leave the payment method blank.  You’ll still receive reminder emails when an invoice is due, but payments will not be automatically processed on the due-date. Instead, you’ll have to manually initiate a payment manually. 

If your policy requires the submission of a monthly report (such as equipment, mileage, revenue, payroll, or any other reporting basis) you’ll notice your bank account listed on the report’s final confirmation screen when submitting each monthly report. The submission of your monthly report serves as a confirmation for that month’s ACH payment when “Automatic Billing” is enabled for your policy.