To set up your account to create e-invoices, click on the E-Invoicing Setup link on the left of the Admin page. The Legal Entity page appears. You can add new legal entities, or manage or deactivate existing ones.
To add a legal entity, click on the Add Legal Entity button in the top right corner and enter the official name of your business that is registered with the local government and the country where it is located. Click Continue and in the appearing window fill in at least the mandatory fields (marked with a red asterisk) and click Done.
To manage your legal entities, click on the Actions button, select Manage and click Continue. In the appearing window, you can add a new remit-to address or manage/edit existing ones.
To add a new remit-to address, click on the Add Remit-To button and fill in at least the mandatory fields (marked with a red asterisk) and click Continue.
|Remit-To Address||Address where you want to receive payment.|
|Integration Information||Code to tie your CSP remit-to address with the corresponding address in your ERP.|
Optional banking information for the remit-to address. You can use both domestic (US) and international (global) banking information.
Banking information is required for compliant invoicing when indicated (with a red asterisk). Otherwise, banking info is not required and remains private.
|Remit To Contact||Optional contact information for the remit-to address.|
|Assign Customers||You can select which customers can see a specific remit-to address.|
If you merge accounts, your remit-to addresses aren't merged unless you make them available for all customers. Once the merge is complete, you can assign the remit-to address to the specific customers again.
Click Continue to add the address from where you want to ship goods, if it is different from the remit-to address.
After completing the e-invoicing setup, that is, adding a legal entity, you can use it on new invoices. From the Setup Complete page you can choose to go to purchase orders or invoices.
Adding Remit-To Addresses to Your SIM Form Response
Your customer might request you to add a remit-to address to your Supplier Information Management (SIM) form response. You can create a new remit-to address or choose an existing one from the legal entities.
Go to your customer profile in the CSP to fill in/update your Supplier Information by doing one of the following:
Click on the View Online button in the Update Profile email notification from your customer.
Go to Notifications and click on the Update your profile for [Customer Name] link in the CSP.
Click on the Profile tab in the CSP and select the customer for whom you want to update your profile.
On the appearing page, click Add under the Remit-To Address Lines section to add a new or an existing RTA to SIM. You can add one or more RTAs.
If your customer marked the Remit-To Address Lines section to be mandatory when creating the form, there is an asterisk next to it, and you can't submit your response without providing the RTA information.
The Choose Remit-To Address window lists all the RTAs that you already created in the CSP as part of your legal entity to be used for e-invoicing.
When you choose an existing RTA, the new RTA is created for SIM and its fields are populated with data from the chosen RTA.
From among populated fields, only bank fields are editable.
You can see only those fields that your customer who requests the SIM response included in the SIM Remit-To subform.
All the fields with validation have the info icon () with a tooltip to provide guidance on the requested info.
If you see invalid fields, delete your RTA and go to E-Invoicing Setup to correct the chosen RTA that you want to use to create the new one.
After filling in the fields, submit your form; you can update it any time.
You are notified in the message bar and you receive an email notification of the successful update, and the new RTA is added to the top of the RTA list.
If you want to create a new RTA from the CSP, you are directed to E-Invoicing Setup. See Setting up E-Invoicing for more info.
Unlike when creating an RTA for e-invoicing in the CSP, when adding a newly created RTA to SIM, you can decide to add it to your customer profile immediately or later.
Click on the Add Now button to add the newly created RTA to the SIM form response.
If you click Add Later, the new RTA is not added to the form, but you can select and add it later.
You can fill in your SIM form response also through Supplier Actionable Notification (SAN) by creating a new RTA.
Deactivating RTA on the CSP does not deactivate it on SIM.