Self-billing
Under , you can configure how self-billing invoices are delivered to this member. These settings apply only to self-billing invoices and do not affect the standard settings for receiving purchase invoices.
The Self-billing settings section is available only after Allow receiving self-billing invoices has been enabled on the page.
- Go to and open the Self-billing settings section.
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Select one of the following receipt options:
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Not yet ready to receive self-billing invoices (default): self-billing invoices are available in the Invoice Portal but are not delivered by email or through an integration.
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Receive self-billing invoices as PDFs by email: self-billing invoices are delivered as PDF files by email. Enter the Email address and click Save.
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Receive self-billing invoices via business system integration: self-billing invoices are delivered to a business system using a Recipient Profile and a file transport method. Configure this option as described in the steps below.
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Business system integration
If you selected Receive self-billing invoices via business system integration, configure the delivery details as follows.
- Add at least one Recipient profile.
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Choose the file transport method for delivering XML files to the business
system:
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Email (SMTP): Enter the email address to which the XML files should be sent.
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FTP/SFTP: Select FTP and enter the required connection details:
FTP server
Port
Username
Password
Path on FTP server (if required)
Temporary directory (if required)
Any applicable FTP/SFTP options
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- Click Save.