This article will give an overview of the “Invoices” page, how to navigate to it, and how to access recent and historical invoices.
Invoices pertaining to your plan can be accessed through the “Invoices” page in your employer portal.
Navigating to the “Invoices” Page
- To access the “Invoices” page, begin by logging in to your employer portal.
- From your home page, click on the
icon on the left-hand side of the screen.
- From the “My Plan” page navigation bar, select Invoices.
Viewing Invoices
From the “Invoices” page, you will be able to:
- View recent invoices
- View all historical invoices by easily filtering for any specific invoice(s)
Viewing Recent Invoices
Invoices are uploaded quarterly to this page. Invoices underneath “Recent” are ordered by date, from most recent to oldest.
To view a recent invoice, click on the View button in the box with the invoice title and issue date. This will pull up a PDF version of the invoice.
Viewing Historical Invoices
To view historical invoices through filtering, click on the dropdown arrow under “Period.” Select the year for which you are searching.
All invoices from that year will be listed underneath “Documents.” To view an invoice, click on the PDF button next to the corresponding invoice.