You get invoices for payment processing, payment terminal orders, and other services. You can either configure invoice settings for one account or for multiple accounts at once.
Requirements
Before you begin, take into account the following requirements, limitations, and preparations.
| Requirement | Description |
|---|---|
| Customer Area roles | To configure your invoice settings, make sure that you have one of the following roles:
|
| Limitations | Take into account the following:
|
Configure settings for one account
To configure settings for a merchant account instead of your company account, switch to the merchant account.
To configure invoice settings for a merchant account:
- In your Customer Area, select your merchant account.
- Go to Reconciliation > Invoices.
- On the Invoices page, select Settings .
The Invoice settings page includes the following sections:
Merchant invoicing
You can see this section if you are in a merchant account. Switch the toggles for the invoice types you want to enable or disable.
If the legal entity of your merchant account is different than that of your company account, you cannot disable these invoices.
General
These settings apply to all invoice types.
| Field | Description |
|---|---|
| Invoice currency | Select the currency for the charges in your invoices. |
| Decimal separator | Select how you you want numbers to appear in your invoices. You can choose EUROPEAN (default, the decimal separator is a comma, for example 1.000,99) or AMERICAN (the decimal separator is a point, for example 1,000.99). |
| Receive invoices via email | Select Enabled if you want invoices to be sent to your email at the end of each month. |
| Alternative charged merchant account |
You can see this if you are in a merchant account. To change the alternative account, contact our Support Team. |
| Charged merchant account | You can see this if you are in your company account. To change the merchant account, contact our Support Team. |
| Invoice address | The address on your invoices. To change the address, contact our Support Team. |
| Attn |
The name that your invoices are addressed to. |
Invoice-specific settings
These settings apply to the invoice type that matches the name of the section. For example, the settings apply to the Payment processing invoice, the section name is Payment processing.
| Field | Description |
|---|---|
| Type of invoice payment | The method that you use to pay the charges in your invoice. To change the type, reach out to your Adyen contact. |
| Email address for invoices | The email address where you want your invoice to be sent, if Receive invoices via email in General settings is enabled. |
| Reference number |
Enter a combination of numbers and letters that appears in your invoice. This only applies to Payment processing invoices and Terminal services invoices. For example, this can be the purchase order number that you enter when you order terminals. |
Configure settings for multiple accounts
You can configure settings for more than one account at once if you switch to your company account.
- In your Customer Area, go to Reconciliation > Invoices.
- On the Invoices page, select Settings .
- Select Batch edit.
You can configure the following sections:
Batch edit
Select the invoice type you want to configure settings for. General is for all invoice types.
Accounts
Choose the accounts you want to configure invoice settings for:
- Select filters you want for accounts that appear in the table below.
- Select the settings icon and choose the Data density and Visible columns you want in the table.
- Select the checkbox next to the accounts you want to include.
- Select the Set button.
Setting
- Select the edit icon to configure the general settings or invoice-specific settings for the chosen invoice type.
- Select the Set button.
When you are done choosing accounts and configuring settings, select the Apply changes button.