This page outlines the best practices for: ACH and Credit/Debit Card Management and Remittance The flexibility of Summit Premium Billing allows participants to make ACH and credit/debit cards via the Participant Portal and mobile app. The following are suggested best practices for managing ACH and card payment remittances and communications. Remit to Entity – Remit … Read More >>
The Process Approvals section allows the user to view, approve, or reject various processes that require manual approval. These include ACH Returns, Contributions, Document Fulfillment, Election Changes, Events, Missing Information, Partner Messages, Premium Auto-Drafts, Online Enrollments, Reimbursements, Remittances, and Unapplied Receipts. * Required fields appear in Red To access Process Approvals, Process Approvals The Process Approvals screen displays … Read More >>
The Process Approvals | Remittances interface allows users to approve or decline Premium Receipts or Premium Fees that require manual approval. Premium Receipts or Premium Fees processed through Manual Remittance Schedule or On-Demand Remittance will appear in the Process Approvals | Remittances UI. Items processed through the Automatic Remittance Schedule will not appear in this interface. * Required fields appear in Red To access Remittances: Remittances When the user selects Remittances as the Process Type , the … Read More >>