How to Submit a Purchase Order
Please follow the steps below to ensure smooth processing:
Step 1: Complete the Purchase Order Request Form
Fill out our Purchase Order Request Form below with your school and billing details.
Step 2: Upload Your Official PO
Upload a copy of your approved purchase order (PDF preferred) within the form.
Your PO must include:
School or district name
Billing address
Purchase order number
Total approved amount
Product or membership being purchased
Step 3: Processing & Access
Once we receive your official PO:
✔ We will email an invoice to your Accounts Payable contact
✔ Your Counselor HQ access will be activated
✔ Payment terms are typically Net 30 unless otherwise specified by your district
You will receive a confirmation email once your membership or materials are active.
Vendor Information
If your district requires vendor documentation, we are happy to provide:
W-9 form
Vendor registration information
Certificate of Insurance (if required)
Please note any special requirements in the request form.
Tax-Exempt Status
Counselor HQ honors tax-exempt purchases.
If your district is tax-exempt, please upload your tax exemption certificate with your PO.
Questions?
If you have any questions about purchase orders, billing, or district requirements, please contact:
We’re here to make the process simple so you can focus on supporting your students.
Please complete this form and upload your official purchase order. Access to Counselor HQ will be granted once the PO is received and processed. Invoices are payable within 30 days unless otherwise specified by your district.