Payment Tracking - Generate Payment Records

This option displays all benefits for the selected employee that could be generated for billing.  Once payment records are created, the administrator is able to generate payment coupons and reports. An administrator is able to recalculate costs in case of any changes on the selected employee's benefit coverage.

Generate Payment Records

  • From the Actions drop-down menu, click Generate Payment Records
  • Enter Receive Date
  • Click Save Payment Information.


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