Invoices pertaining to your plan can be accessed through the “Invoices” page in your Vestwell employer portal.
This article will give an overview of the “Invoices” page, how to navigate to it, and how to access recent and historical invoices.
Navigating to the “Invoices” Page
- To access the “Invoices” page, start by logging in to your account.
- From your home page, click on the diploma icon
on the left-hand side of the screen.
- From the “My Plan” page, click on the Invoices button listed at the bottom of the page navigation on the left.
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 View in the container 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 in which you are searching for.
All invoices from that year will be listed underneath “Documents.” To view an invoice listed, click on the PDF button next to the corresponding invoice.