Billing

The Complete Solution to Manage All of Your Sales Records, Invoices, Recurring Fees & Commission Reports

TPA Stream’s Billing Platform allows you to manage complex recurring fees with a single automated process. Preview your summary and details on the invoice quickly and easily, and automate commission reports with every line item detail in a matter of minutes. Our software helps to streamline communications by managing all individuals receiving commissions in one place.

Eliminate tedious tasks for administration employees and allow TPA Stream to efficiently manage your billing process.

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Invoicing & Recurring Fees

Invoicing in the billing module provides a push-button tool to generate invoices that can be emailed or downloaded and printed, then sent to employers for payment. Invoice tracking can be easily monitored in the billing platform and allows for quick and easy follow up on outstanding payments.

The Billing platform allows you to automatically generate combined invoices for Admin Fees, COBRA Enrollments and QEs, Reimbursements and Account Contributions through recurring fees that may fluctuate each month.

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Billing Services Management Tools

Customer Invoices

View, track and re-send customer invoices

Recurring Fees

Manage recurring customer fees

Sales Entities

Maintain sales entities’ contact information and files

Commission Reports

Administer, create and send commission reports for sales entities

Sales Entities & Commission Results

The Billing Platform enables all information related to sales entities (W9, Contact and Billing Information) to be stored in one place. Commission reports help streamline the process by supplying a PDF of the commission to be paid for a select period on paid invoices. The system calculates these amounts based on the account set up by client within the billing module including the product type; FSA, HRA, etc.

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How TPA Stream Handles Billing

Key Billing Benefits Include

Central Repository

Employers monthly and annual fee profiles

Invoicing

Push-button invoice creation and tracking

Recurring Fees

Recording of fluctuating fees, such as debit card fees

Tiered Commissions

Tiered commission structures recording

Commission Portal

Management for all commissioned individuals

Integration

Direct integration to accounting software

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