Invoice

Article Contents

• Overview
• How to Pay an Invoice
• FAQ

Overview

The invoice module in the 401k In A Box portal allows you to view and pay invoices that are attached to your plan. It allows you to view previous and current invoices to view the details of each invoice as well. 

How to Pay an Invoice

1. Login to www.401kinabox.com 
2. Navigate to the "Invoice Module"
3. Select the unpaid invoice
4. Select "Payment"
5. Enter in your credit card information
6. Select "Make Payment Securely"

FAQ

• Can I pay multiple invoices at one time?
  • Yes, you can consolidate your invoices. When you select an unpaid invoice, a message will pop up asking if you would like to consolidate your invoices. 
• Can I pay my invoice with my banking information?
  • Unfortunately at this time we do not offer ACH payments. We are looking into offering them in the future.
• How do I add a card on file? (Solo plans only)
  • Select your profile in the top right corner, select billing, and add your credit card information. 
• Can I add a card on file if I have a NON-SOLO plan?
  • Unfortunately at this time we do not offer automatic payments for non-solo plans. We are currently working on making this available for all plans.
• Can I pay my invoice with a check?
  • Yes, you can pay your invoice with a check. Please make sure to have the name of your plan written in the memo. 
• Where do I mail my check to?
  • 6031 University Blvd., Suite 300 Ellicott City, MD 21043
• Can I pay my invoice over the phone?
  • Yes, please call (844)602-4015 to make a payment over the phone. 
• Can I get a copy of my receipt?
  • Yes, click on the invoice you paid, and click on "Receipt"