To add purchase orders (PO) to the company’s invoices, first select the platform you use to manage the benefit:
Wellhub for Companies
To add Purchase Orders, it’s necessary to have Admin or Finance permissions on the platform, and then follow these steps:
- Log in to Wellhub for Companies.
- On the left menu, click on Billing and select the tab Purchase Orders.
- Click on Add purchase order, fill in the PO number, start and end dates, and select the invoice type it should be used in.
- Click on Add, and you’re done.
💡 To correct any information on the PO, delete the current one and add a new purchase order.
HR Portal
To add purchase orders to your company’s invoices, the benefit admin must contact our team.
On Contact Reason, select Payments & Billing and then Request or change a Purchase Order (PO).
Tip
Add the purchase order at least one business day before the billing date, otherwise, the PO will only be processed on the next invoice.