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Life BTM Ideas Portal
Created by Petrea Loeschke
Created on Nov 9, 2022

eDelivery - allow multiple payment options on EFT form

Currently, when completing either the required or optional EFT form with eDelivery, only one payment option can be selected. Agents/clients would like to be able to select payment option #3 in addition to #1 or #2. Payment option #3 is the one-time draft option - so a client may want to have a case set up on EFT - meaning payment option #1 or #2 would be selected, but also have a one-time payment drafted - which would be payment option #3 would also be needed.

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  • Jenna James
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    Nov 10, 2022