For Educators/Employers: Guide for Managing PTCB Credential and Practice Tools Payments

1. Payment Methods for PTCB Credentials and Exams

Organizations can streamline payment for PTCB credentialing and practice tool fees through direct billing. Here’s how:

You have two options for payment processing:

• Direct Billing Payment Process:
  Enrolled organizations are provided with access to Invoiced, our invoicing platform. Organizations receive monthly invoices by email for candidates that take the CPhT Exam, Practice Tools, or completed recertification during the previous month. There is no payment due at the time a candidate submits their application.
• Pre-payment and Purchase Orders (PO):
  For organizations that wish to pre-pay for a preset number of vouchers, we accept the payment upfront and hold the credit on file. Your organization will not receive the monthly invoice as described above. Additionally, if your organization is required to submit a PO, you may submit a PO via fax [phone] or email at [e-mail]. Upon receipt, we’ll provide a pre-pay invoice and hold your payment as a credit until candidates test.
  
  Send checks to:
  PTCB
  2215 Constitution Avenue NW
  Suite 101
  Washington, DC 20037

2. Requesting Price Quotes

To request a price quote for the PTCE and practice tools:

1. Log into your PTCB Account.
2. Below “Alerts” select the Price Quote Request form.
3. Enter the number of PTCE vouchers you wish to pay for.
4. Please note: 
   • If you are only requesting a price quote for the Pre-PTCE, enter zero as the quantity for the PTCE.
   • If you do not need a price quote for the Pre-PTCE or Practice Bank vouchers, Select No and then click Continue to submit your request.
5. If you also need a price quote for the Pre-PTCE and/or the Practice Bank, select Yes and click Continue.
6. Type the number of vouchers you would like for the price quote and click Continue to submit your request.
7. You will receive your price quote via email within 24 hours.
8. To log out, navigate to your name, click the drop-down menu, and select Logout. 

For price quote requests for CSPT, Assessment-Based Certificates and Recertifications, please submit a Help Request.

3. Accessing and Managing Invoices through Invoiced

To manage your invoices:

1. Log into your PTCB Account and scroll down to Manage Direct Billing.
2. Click Pay Invoices. You will be redirected to the Invoiced webpage.
3. Your ‘My Account’ page will open. From this page there are multiple tiles that give an overview of our account 
   • Account Summary contains the Balance Due on your account. Click Pay Now to make a payment on one, or multiple, invoices.
   • Aging displays a breakdown of open invoices.
   • Payment Methods displays payment related information
     • Click Add Payment Method to add a stored payment method for convenient ACH or credit card payments. 
     • Click Enroll in AutoPay to automatically pay new invoices. If enrolled, payments will be processed 1 day after an invoice is created.
   • From the Navigation menu, click Activity to view transaction detail. 
     • Click Invoices to view current and historical invoices. For each invoice:
       • Click the invoice number hyperlink to view a summary invoice. 
       • Click ↧PDF to download a detailed invoice
       • Click $Pay to pay a single invoice.
     • Click Credit Notes to view prepayments or credits on your account. 
       • Click the Credit Note # hyperlink or ↧PDF to view a summary credit.
     • Click Payments to view payments made on your account.
   • From the Navigation menu, click Statements to view an account statement. 
     • By default, all open invoices are displayed on the statement. Click Open Item drop down to select a historical invoice. 
     • Click Pay to make a payment
     • Click the Download icon to download a statement copy.
   • From the Navigation menu, click Billing Details to update contact information or add/remove authorized account contacts.
     Note: Updates made in Billing Details will not reflect on your invoices. Contact [e-mail] to report changes in organization address or phone number.
4. Click Sign Out at the bottom of the navigation pane to logout.

4. Updating Billing Information and Managing Contacts

1. Adding Account Managers: To add a new account manager, submit a Help Request with the person's details (first name, last name, job title, and email).
2. Billing Information: To update billing information, submit a Help Request with your organization’s name and the updated details (first name, last name, and email).