Business Details and Invoicing Preferences

The Details tab on your portal will ask you to fill in both invoice preferences and company information.

Business Information

1. Fill in your company’s DBA name.

2. Add your company’s website.

3. Write a description of your company.

4. Add your business phone number.

5. Add your business address.

6. Add your EIN (please verify for accuracy).

7. Add your business structure

8. Add industry classification

9. Add locations or offices

Invoice Preferences

1. Choose between an easy to digest invoice broken down by employee, or a more detailed invoice with a breakdown of the fees for your health plan.

2. Fill in the appropriate email for your team member who should receive invoices.

*Note: We generate invoices on the 25th of the month and pull money on the 1st of the month.

How do I add more emails to receive invoices?

On this page you can also add additional emails that will receive invoicing-related remittances. Click the ‘+Add’ button to add more emails, and click the trash icon to delete the email. At least one email must be added before this step is considered completed.