FAQs
- Co-Op Funding Program
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Consolidated Billing
- How can I avoid excess fees?
- How can I export group information?
- How do I adjust a bill?
- How do I export a list of participants for a specific product?
- How do I finalize a bill?
- How do I fix a format error?
- How do I look up an individual participant?
- How do I upload a custom import?
- What do I if I get an error report?
- What if my client wants to use a carrier that is not part of the Paylogix Co-op Funding Program?
- What payment methods are available?
- Where do I find billing information?
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The Paylogix Client Portal
- How can I export group information?
- How do I access the client portal?
- How do I add a sub-user to the account?
- How do I adjust a bill?
- How do I change my password?
- How do I export a list of participants for a specific product?
- How do I finalize a bill?
- How do I fix a format error?
- How do I look up an individual participant?
- How do I navigate the client portal?
- How do I set up a new user?
- How do I upload a custom import?
- I forgot my login id. How do I recover my login id?
- I forgot my password. How do I reset my password?
- My login information is not working, and I can’t reset it. What should I do?
- What do I do if I get an error report?
- Where can I see the file transfer history?
- Where do I find billing information?