To help provide more transparency, Beneplan users now have the ability to preview their plan sponsor invoices within a given month in the Beneplan platform.
Here's how to do it:
2. Select the desired client by clicking your name in top right corner and expanding the right hand menu
3. Go to Reports Tab from the top navigation
4. Select the Report "Beneplan Billing Report (Master) PREVIEW"
5. Once inside, select a date of the given month's invoice you wish to view. If you are looking to obtain the current month's invoice, go to step A). If you are looking to obtain a future month's invoice, go to step B).
A) Select the current date, then simply click "Run Report" in the top right hand corner of the screen. The invoice may take a few minutes to generate and appear in the system - you will be notified by email when it's available. When ready, it will be appear as a line item where you can click on the download icon to retrieve it.
B) If the selected date is a future date, you will be prompted to receive that invoice once or in recurring fashion every month. At that future date, you will be notified by email to access the system and click on the download icon to retrieve it.
