How to choose or edit paperless Invoicing Options from Citrix My Account and Partner Central
Article ID: CTX139672
Updated On:
Description
Introduction
By default, Citrix partners and customers receive paper invoices through postal mail. Switching to paperless invoices can easily be done through Partner Central or My Account. (Learn more about paperless invoices.)
This document will guide you in how to:
- Choose paperless invoices and specify the primary email address where they will be sent
- Add, edit, or delete email addresses
- Revert back to paper invoice delivery
End-user customers, navigate to Citrix.com and Sign In to My Account and follow instructions starting with step one under Choose Paperless Invoices and Specify Primary Email Address
Citrix Partners, log in to Partner Central and hover over the Sales tab and select Sales Order Search as shown below; then follow instructions starting with step one under Choose Paperless Invoices and Specify Primary Email Address :
Citrix Partners, log in to Partner Central and hover over the Sales tab and select Sales Order Search as shown below; then follow instructions starting with step one under Choose Paperless Invoices and Specify Primary Email Address :
To Choose Paperless Invoices and Specify Primary Email Address
- Select Invoices
- In the Invoice delivery option section, click the radio button: I want to receive environmentally-friendly paperless invoices via email.
- By selecting paperless invoices, you are affirming that: 1) you are authorized on behalf of the organization through which you logged on to make this selection, and 2) the organization will be bound to electronic invoices, as it was to paper invoices.
- To add an email address for the paperless invoices to be sent to, click the Add button
- Enter the first and last name of the primary Billing Contact who will be receiving invoices through email, or enter a department name such as “Accounts Payable” if appropriate.
- Enter the primary email address where invoices should be sent, such as accounts.payable@me.org.
- Re-type the primary email address where invoices should be sent.
- Click the green checkmark to confirm your invoice delivery option.
- At least one email address is required to make the switch to paperless invoices.
- If you click the red x to cancel before a primary email address has been saved, the system cannot complete the switch and the invoice delivery option will revert back to the regular mail option. Complete all 3 steps to successfully complete the switch.
Once saved, the primary contact information will have two new icons to the right, Edit and Delete.
For more information on adding, editing, or deleting email addresses, please see the next section of this document.
Add, Edit, or Delete Email Addresses
Paperless invoices can be sent to an unlimited number of valid email addresses, depending on your needs. Each email address may have the same or a different contact name associated with it. Separate emails will be sent to each address.
- To add an email address to the primary email address already saved, click the Add button and complete the three required fields when prompted:
- Enter the first and last name of the additional billing contact who will be receiving invoices through email, or enter a department name such as “Accounts Payable” if appropriate.
- Enter the additional email address where invoices should be sent, such as accounts.payable@me.org.
- Re-type the additional email address where invoices should be sent.
After completing all three required fields, click the green checkmark to save. Invoices will be sent to all saved email addresses. Click the Add button again to enter another email address, if desired.
- To edit a billing contact’s name and/or email address, click the notebook icon. Make changes as needed. For security purposes, you must re-type the email address even if no edits were made. Click the green checkmark to save.
- To delete a billing contact’s name and email address, click the trash can icon. After clicking OK to confirm, the billing contact’s name and email address will be deleted, and invoices will no longer be emailed to that billing contact.
- The system requires at least one primary email address. If all email addresses are deleted, the invoice delivery option will revert back to the regular mail option.
- Only 5 email addresses are displayed per page. To view additional email addresses when more than 5 have been saved, enter a different page number or use the arrows to page forward.
Revert Back to Paper Invoice Delivery
- In the Invoice delivery option section, click the radio button: I want to receive invoices through regular mail.
- When prompted to confirm, click OK to opt out of paperless invoicing
OR
Click Cancel to terminate the request.
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Issue/Introduction
By default, Citrix partners and customers receive paper invoices through postal mail. Switching to paperless invoices can easily be done through Partner Central or My Account.
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