Check out our invoicing user guide here!
1. Can I set up invoicing by location, budget group, or department?
Yes, you can set up invoicing by location and by department. Please contact the Client Relations team to get that set up by emailing them at [email protected].
2. How do I pay the invoice?
Invoices can be paid by check, wire, or ACH. The remittance information is located at the bottom of your PDF invoice.
3. Where can I find a copy of your updated W-9?
Please contact your Client Success Manager for a copy of the W-9.
1. I need a detailed PDF version of my invoice; where do I locate that?
Please visit “Group Administration”, then click “Billing”, and finally “Invoices’. There is a downloadable CSV that shows all orders placed. There is also a downloadable PDF available that shows overall totals from that billing period.
1. How do I update and add invoice recipients to the account?
Sign into your Corporate Admin Tool, hover over the “Billing” tab, and select “Invoice Recipients” from the drop-down menu. To add a new recipient, fill out the required fields and click “Add Recipient” to save the information. To update an existing recipient, delete their current listing and re-enter their updated information. This process applies to all invoice recipients EXCEPT the primary contact (indicated by an exclamation point symbol), which may only be changed by your Client Success Manager so please reach out to them to update that contact or to select a new primary invoice contact altogether.