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Cloud Benefits Billing Training Guide — Cloud Customer Connect
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Cloud Benefits Billing Training Guide

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edited Jan 16, 2024 8:03PM in Benefits 1 comment

Summary

This document describes how you can use Cloud Benefits Billing to create bill charges or apply payments to participants directly or in mass. Such participants might include retirees or those who are on absence without pay.

Areas covered in this document:

  • Overview of benefits billing
  • How to bill individual participants
  • How to use the billing processes to create billing charges in mass
  • How to apply payments, arrears, credits and refunds to individual participants
  • How to use the billing process to apply payments, arrears, credits and refunds in mass.
  • Billing statement
  • Setup benefits billing
  • Demo/examples


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