In November 2024 we transitioned to a new billing system. If you haven't paid an invoice in the new system yet, review the steps to get started:

Register your new Customer Billing Portal to receive invoice notification
Set up your payment method to pay your invoice
Take a look at the all the new features available to you

Invoices in the customer billing portal

My invoice looks different!

Yes, with the new invoices starting with October 2024 services, you will receive a summary invoice that includes the product description, price, quantity, and extended total of each screening type.

Pass-through fees will be displayed separately from other products on your invoice.

The invoices do not include some of items you may have been accustomed with other providers invoices, specifically a candidate name. This piece has been removed in order to protect your candidate's personal information. Candidate specific data will be summarized on your customer billing portal by Report ID

Ultimately, you are getting more visibility into the screens comprising your report for each candidate, compiled under the Report ID.

How is the detailed invoice different?

The package name is more descriptive and matches the package name that you select for the candidate background check report.

The Jurisdiction related to the charge type is a new addition, although similar to the Account Package naming in the old invoice details.
Questions on what the charge types are? Read about it here

New

Old

How can I associate these fees to a specific candidate?

Since the invoices issued from the new customer billing portal no longer include a name for privacy reasons, a Report ID associated with each candidate is included.

Copy the Report ID from your invoice and paste it at the end of this URL: https://app.yardstik.com/report/reportIDhere

What are the charge types listed?

Yardstik Charge Type	Description
Screening Packages	Charges for Products/Screens that are included in the Candidate Report Package
Search Fees	Charges incurred on a Candidate Report Package if a “hit” occurs on a county search
Monitors	Charges for Continuous Monitoring on criminal and or traffic offenses run on Workers in the month
Pass Through Fees	Fees (sometimes called surcharges) incurred by counties, states, DMVs and institutions to retrieve records or verifications. These fees are strictly pass through and not marked up.

Pass Through Type	Description
County Criminal Search	Charges incurred to retrieve County Criminal, Statewide Criminal and County Civil records
MVR Search	Charges incurred to retrieve Instant Driving Records from the State DMV
Emp Verification Search	Charges incurred to retrieve Employment Verifications
Edu Verification Search	Charges incurred to retrieve Education Verifications

When am I charged for a candidate report?

The cost for a candidate background check is incurred once the candidate has entered their personal information (PII) and the report has a status of Pending, Processing, Queued, or Approved to Process.

Occasionally you may be charged for a Canceled report. Again, it is only if the candidate has submitted their personal information, which may include their current address, SSN, DL, DOB, or zip code.

You will receive a monthly invoice listing candidate report ID, the package cost, and any additional fees if incurred.

What are the pass through fees on my invoice?

These fees can vary depending on the candidate and they currently live or have lived, and the extent of screening type that you ordered for the candidate.

Here is a list and explanation of pass through fees.

How do I pay my invoice?

You can use the Pay Now button from the invoice you received the first week of the month. Search your Inbox for emails from [email protected] for your most recent invoice.

Or, you can set up a new payment method in the customer billing portal to ensure your invoices are paid on time.

I’m not receiving the invoice emails

Make sure to add [email protected] to your contacts list. Also see other reasons why you might not be receiving email.

Billing Portal access and login

My registration link isn't working

No problem, we can send you a new one that is valid for another 72 hours. Please message our support team using the purple chat icon at the bottom of this screen.

I have an invalid email or password

If you are signing in for the first time, it may be that are not creating a new password or the email address entered does not match your billing contact.

Make sure to create a new password the first time you log in
Double check that your billing contact email address is correct.

I need to change my billing contact

You can update the billing contact(s) in the Yardstik platform under My Account Contact Info, Billing Contact. Our billing department will be notified as soon as you add or remove email addresses and the Customer Billing Portal will be updated with that email address for login.

Invoice notifications are sent and customer billing portal access is given based on the emails listed in the Yardstik platform My Account Contact Info, Billing Contact section.

If you remove an email address, that person will also have their billing portal access and notifications removed as well.
If you have more than one email address, make sure to separate each by a comma.

Or, you can send us a chat message or email [email protected] with your request.

I need access to the billing system only

We can do that! Send us a chat message or email [email protected] with your request. Include your full name, email address, and your position within your organization.

What if I don't register for the billing portal?

You can still pay your invoice via the Pay Now button from the invoice email.

However, the benefits of registering for the billing portal are HUGE!

You can maintain or change your payment methods
You can view and download your usage details
You can see your balance and payment history
You can download an Excel or .csv version of your invoice for further analysis

I have multiple accounts. Are they all in the customer billing portal?

Yes! If you have multiple billing entities and/or separate billing contacts for an entity, you can use the drop-down menu in the upper right of the screen to view invoice details for each account.