Pay an Invoice Through the Internet by iez18146


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									View and Pay Invoice
     Help Line

                                                     Quick Reference Guide
                                            View and Pay Invoice - Blue Cross and Blue Shield of Florida

                       Form# 66439-11075U
     Table of
     Contents                                          What is View and Pay Invoice?
                                                        View and Pay Invoice is an online
                                                        application that allows you to view and
                                                        pay your invoice. View and Pay Invoice
                                                        helps remove the inefficiencies and high
                                                        cost of paper-based billing while offering
                                                        improved accuracy and better access to       View Invoices
                                                        billing information.

                                                                                                     You can view invoices directly via
                                                                                                     the internet 24/7 Simply log into
                                                                                            to view and
    What is View and Pay Invoice?                 2                                                  export or create detailed reports.

    Features and Benefits                         3                                                  Pay Invoices
      8 Manage Your Account 24/7                  3                                                  You can pay invoices via a one-time
                                                                                                     electronic funds transfer (EFT), pinless
      8 One Invoice, One Bill                     3
                                                                                                     debit or by establishing a recurring
                                                                                                     bank draft from one of your business or
      8 Efficient Reporting                       3
                                                                                                     personal bank accounts. View and Pay
                                                                                                     Invoice offers a quick, easy and secure
    Application Screens                          4-5                                                 online payment experience. Reduce
                                                                                                     the amount of lost checks and invoices
    Frequently Asked Questions                    6                                                  while decreasing postage and check
                                                                                                     production costs.

    View and Pay Invoice Help Line                6

                                                                                                     8     Eliminates Latency
                                                                                                     8     Accelerates Cash Cycle
                                                                                                     8     Reduces Costs
                                                                                                     8     Makes Electronic Payments
                                                                                                     8     Saves Time

1   View and Pay Invoice Quick Reference Guide                                                                View and Pay Invoice Quick Reference Guide   2
    View and Pay Invoice                                                                      View and Pay Invoice Screens
    Features & Benefits                                                                       Homepage Overview
     This dynamic tool gives you total control over the management of your company’s
     health care premiums. Increase efficiency with new options for payment of invoices and
                                                                                                 1   View and pay invoices.

                                                                                                 2   Displays a summary of premiums on
     Manage Your Account 24/7                                                                        the invoice.

     Administer your company’s health care invoices with more control than ever.                 3   Create Reports that can be downloaded and   1
                                                                                                     utilized in other applications.             2
       8 View and pay invoices from one location.
       8 Create user permissions to manage employee access to View and Pay Invoice.
       8 Build user subgroups for additional flexibility (i.e., grant access to specific
           subgroups by location, division, role, etc.)

     One Invoice, One Bill

     Simplify your transactions by consolidating multiple invoices into one view.
       8 Control how the invoice is paid through our secure, online portal.
       8 Pay all your health premiums from one account, or make separate
           payments from multiple accounts to accommodate your internal                                                                              View Invoice Overview
           accounting processes.
       8 Set up recurring bank drafts to streamline and simplify your monthly payments.                                                              1   Displays a summary of premiums of
       8 Pay as billed or process terminations online and pay the adjusted amount.                                                                       the invoice.

                                                                                                                                                     2   Details display current charge
     Efficient Reporting                                                                                                                                 per subscriber.
                                                                                                      1     2          3
     Track and report your health care invoices and payments.                                    4                                                   3   Displays any adjustments made to
                                                                                                                                                         this invoice.
       8 Download reports that import into commonly used accounting programs
           (e.g., Excel.)                                                                                                                            4   Link allows you to quickly navigate to
                                                                                                                                                         pay invoice screen and choose from
       8 View payment status.                                                                                                                            payment options.

3   View and Pay Invoice Quick Reference Guide                                                                                                             View and Pay Invoice Quick Reference Guide   4
Pay Invoice Overview
                                                                    Frequently Asked
1       Create Bank Account.
2       Select Account Use; all users or restricted.
                                                                    Q   Why can’t I find a payment account
                                                                        I’ve set up before?
                                                                        From the Home Page, go to the Setup
3       Enter Bank Account information.
                                                                        tab, then to Payment Accounts and find
                                                            2           your account. Click “Edit” next to your
4       Auto draft can be enabled for accounts
                                                            3           account, then go to the Invoice Levels
        during the set up process.
                                                                        tab. Ensure that the invoice level you
                                                                        are trying to pay is enabled. If you have
5       Bill summary includes: invoice amount and
                                                                        access to multiple Systems, make sure
        account name. Payment information and
                                                                        the account is enabled for all systems.
        confirmation displays amount, benefit type
                                                                        You can also choose “Do Not Restrict
        and payment date.
                                                            4           Invoice Levels” to ensure it covers all
                                                                        invoices you have access to.
6       Click Save and confirm payment.

                                                                    Q   How can I tell if my payment went
                                                                        First, once you hit “Submit, a message
                                                                                                                    Q   My report says its “Running,”
                                                                                                                        what should I do?
                                                                                                                        Above the grid that shows the report
                                                                        will appear, stating your payment has           status, there is a link that says
                                                                        been successfully submitted, along                        ”
                                                                                                                        “Refresh. Click this link until the status
                                                                        with a tracking number. If you did not                                   ”
                                                                                                                        changes to “Complete. Select the icon
                                                                        see this page, you can refer to the             next to the status for downloading or
                                                                        payment search button. You should               deleting the report.
                                                                        see the payment you just attempted in           Note: As View and Pay Invoice is a
                                                                        “Pending” status.                               secure site, please do not use the back
                                                                                                                        or refresh buttons on your browser.
                                                                    Q   I’ve never paid online, why do I see a
                                                                        Payment History?
                                                                         The information on the Payment History
                                                                                                                        Instead, please use the links within the
                                                                                                                        web site to navigate to a previous page.

                                                                        screen shows all payments made on
                                                                        this account, even if they were made
                                                                        with a paper check.
                                                                                                                    Q   What does “CSV” mean?
                                                                                                                        You have three formatting options for
                                                                                                                        your reports: CSV, HTML, and PDF CSV
                                                                                                                        files open up in Microsoft Excel, as well

                                                                    Q   How do I know if my card is a pinless
                                                                        debit card?
                                                                        A pinless debit card will start with one
                                                                                                                        as other spreadsheet applications and
                                                                                                                        some accounting applications.

                                                                        of the following number sequences.
                                                                                                                        Contact the
                                                                                                                        View and Pay Invoice
                                                                        515555          515556
                                                                        414984          515561
                                                                                                                        Help Line at

    5      View and Pay Invoice Quick Reference Guide                                                                              View and Pay Invoice Quick Reference Guide   6

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