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Invoice Service Guide

With the plan administrator section of ColonialLife.com, you can access a variety of resources to help
simplify account administration.

Billing and Reconciliation Payments

For your convenience, you’ll receive an email when a new invoice Regardless of how you reconcile your bill, our simple online payment
is posted online. To reconcile your invoices as quickly and easily as option provides an easy, quick and secure way to process payments.
possible, use Excel or deduction file submission.
Online invoice payments
Premium will be applied to the most outstanding invoice. Any changes
will be reflected on the next printed invoice. If there are „ Choose to pay one invoice or multiple invoices.
any discrepancies, a deduction change report will generate after „ Select whether to “Pay Online” or “Pay by Mail.”
premium is applied.
„ If there is not an existing payment method,
Deduction file submission a new one can be added.

„ Download a report of deductions from your payroll system each „ Schedule a future payment date if the invoice is not past due.
billing cycle. „ If modifying the payment amount, enter the amount

„ Upload the report to our website using our File Transfer being remitted and attach the deduction information
service, and we will reconcile your bill for you. for reconciliation.
You can obtain a copy of your invoice by selecting “View & Pay Invoices” „ After you submit an online payment, a confirmation email
and clicking on the invoice number you wish to view. will be sent. If “Pay By Mail” was chosen, a remittance slip
with invoice and payment information will be available
Excel for download.

„ Download your invoice by clicking the invoice number on „ Online payments can be reviewed, or if scheduled, canceled
the “Invoices” page and select the Excel link. through “Payment History” under the “Payment Activity” tab.
„ Update employee information, edit premium amounts,
change tax status of deductions or add missing information Additional online payments
directly in the Excel document. „ Additional payments can be made via the “Make A Payment”
„ Your invoice adjustments will automatically calculate a new feature under the “Payment Activity” tab.
total, and a summary of your adjustments will be displayed. „ Additional payments can be made to adjust a submitted
„ Save the Excel spreadsheet with the changes and invoice payment or make up for missed premiums for a
click “Pay Now.” specific policyholder.
„ An instructions tab is located in the bottom left of Mailed payments
each Excel bill.
„ If mailing in a paper check, please include the
PDF Billing Control Number.

„ Download a hard copy of your invoice by clicking the invoice „ Deduction information or changes can be submitted
number on the “Invoices” page and select the PDF link. via File Transfer.
„ Instructions on how to make changes to the PDF and mailing „ If unable to submit via File Transfer, please include any
instructions will be listed on the first page. deduction information or changes with the paper check.
„ Invoices that generate prior to premium being applied will
not reflect changes from the previous invoice.