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.
- Select the name of the company in the top left corner of the screen, if there’s more than one.
- Click on Billing and select the Purchase orders tab.
- 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.
💡 If any information on the purchase order is incorrect, delete the current PO and add a new one on the Purchase orders tab.
HR Portal
To add purchase orders to your company’s invoices, the benefit admin must contact our team.
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.