{"title":"Configure your invoice settings","category":"default","creationDate":1776961629,"content":"<p>You get invoices for <a href=\"\/pt\/reporting\/invoice-reconciliation\/payment-processing-invoice\">payment processing<\/a>, <a href=\"\/pt\/point-of-sale\/managing-terminals\/order-terminals#sales-order-steps\">payment terminal orders<\/a>, and other services. You can either configure invoice settings <a href=\"#configure-settings-for-one-account\">for one account<\/a> or <a href=\"#configure-settings-for-multiple-accounts\">for multiple accounts at once<\/a>.<\/p>\n<h2>Configure settings for one account<\/h2>\n<p>Go to the Invoice settings page:<\/p>\n<ol>\n<li>Log in to your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a> and go to <strong>Finance<\/strong> &gt; <strong>Invoice overview<\/strong>.<\/li>\n<li>Select the <strong>Invoice settings<\/strong> button.<\/li>\n<\/ol>\n<p>To learn how to configure invoice settings, you can also watch a video here:<\/p>\n<iframe src=\"https:\/\/player.vimeo.com\/video\/695693558\" width=\"640\" height=\"360\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen><\/iframe>\n<p>To configure the settings for a <a href=\"\/pt\/account\/account-structure#merchant-accounts\">merchant account<\/a> instead of your <a href=\"\/pt\/account\/account-structure#company-account\">company account<\/a>, you need to <a href=\"\/pt\/account\/manage-account-structure#switching-between-accounts\">switch to the merchant account<\/a>.<br \/>\nThe Invoice settings page includes the following sections:<\/p>\n<h3>Merchant invoicing<\/h3>\n<p>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.<\/p>\n<p>If the <a href=\"\/pt\/account\/define-account-structure#legal-entities\">legal entity<\/a> of your merchant account is different than that of your company account, you cannot disable these invoices.<\/p>\n<h3>General<\/h3>\n<p>These settings apply to all invoice types.<\/p>\n<table>\n<thead>\n<tr>\n<th>Field<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Invoice currency<\/td>\n<td>Select the currency for the charges in your invoices.<\/td>\n<\/tr>\n<tr>\n<td>Decimal Separator<\/td>\n<td>Select <strong>Point (1,000.99)<\/strong> or <strong>Comma (1.000,99)<\/strong>, depending on how you want numbers to appear in your invoices.<\/td>\n<\/tr>\n<tr>\n<td>Receive invoices via email<\/td>\n<td>Select <strong>Enabled<\/strong> if you want invoices to be sent to your email at the end of each month.<\/td>\n<\/tr>\n<tr>\n<td>Alternative charged merchant account <div data-component-wrapper=\"tag\">\n    <tag :variant=&quot;academy&quot;>\n        Optional\n    <\/tag>\n<\/div>\n<\/td>\n<td>You can see this if you are in a merchant account. To change the alternative account, contact our <a href=\"https:\/\/ca-test.adyen.com\/ca\/ca\/contactUs\/support.shtml?form=other\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Support Team<\/a>.<\/td>\n<\/tr>\n<tr>\n<td>Charged merchant account<\/td>\n<td>You can see this if you are in your company account. To change the merchant account, contact our <a href=\"https:\/\/ca-test.adyen.com\/ca\/ca\/contactUs\/support.shtml?form=other\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Support Team<\/a>.<\/td>\n<\/tr>\n<tr>\n<td>Invoice address<\/td>\n<td>The address on your invoices. To change the address, contact our <a href=\"https:\/\/ca-test.adyen.com\/ca\/ca\/contactUs\/support.shtml?form=other\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Support Team<\/a>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3 id=\"invoice-specific-settings\">Invoice-specific settings<\/h3>\n<p>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 <strong>Payment processing<\/strong>.<\/p>\n<table>\n<thead>\n<tr>\n<th>Field<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Type of invoice payment<\/td>\n<td>The method that you use to pay the charges in your invoice. To change the type, reach out to your Adyen contact.<\/td>\n<\/tr>\n<tr>\n<td>Email address for invoices<\/td>\n<td>The email address where you want your invoice to be sent, if <strong>Receive invoices via email<\/strong> in General settings is enabled.<\/td>\n<\/tr>\n<tr>\n<td>Order number <div data-component-wrapper=\"tag\">\n    <tag :variant=&quot;academy&quot;>\n        Optional\n    <\/tag>\n<\/div>\n<\/td>\n<td>This only applies to Payment processing invoices and Terminal services invoices. <br> Enter a combination of numbers and letters that appears in your invoice.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Configure settings for multiple accounts<\/h2>\n<p>You can configure settings for more than one account at once if you <a href=\"\/pt\/account\/manage-account-structure#switch-to-your-company-account\">switch to your company account<\/a>.<\/p>\n<ol>\n<li>Log in to your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a> and go to <strong>Finance<\/strong> &gt; <strong>Invoice overview<\/strong>.<\/li>\n<li>Select the <strong>Invoice settings<\/strong> button.<\/li>\n<li>Select <strong>Batch edit<\/strong> from the Invoice settings page.<\/li>\n<\/ol>\n<p>You can configure the following sections:<\/p>\n<h3>Batch edit<\/h3>\n<p>Select the invoice type you want to configure settings for. <strong>General<\/strong> is for all invoice types.<\/p>\n<h3>Accounts<\/h3>\n<p>Choose the accounts you want to configure invoice settings for:<\/p>\n<ol>\n<li>Select filters you want for accounts that appear in the table below.<\/li>\n<li>Select the settings icon <i class=\"adl-icon-settings\" role=\"img\" aria-label=\"settings icon\"><\/i> and choose the <strong>Data density<\/strong> and <strong>Visible columns<\/strong> you want in the table.<\/li>\n<li>Select the checkbox next to the accounts you want to include.<\/li>\n<li>Select the <strong>Set<\/strong> button.<\/li>\n<\/ol>\n<h3>Setting<\/h3>\n<ol>\n<li>Select the edit icon <i class=\"adl-icon-edit\"><\/i> to configure the <a href=\"#general\">general settings<\/a> or <a href=\"#invoice-specific-settings\">invoice-specific settings<\/a> for the chosen invoice type.<\/li>\n<li>Select the <strong>Set<\/strong> button.<\/li>\n<\/ol>\n<p>When you are done choosing accounts and configuring settings, select the <strong>Apply changes<\/strong> button.<\/p>\n<h2>See also<\/h2>\n<div class=\"see-also-links output-inline\" id=\"see-also\">\n<ul><li><a href=\"\/account\/account-structure\"\n                        target=\"_self\"\n                        >\n                    Account structure\n                <\/a><\/li><li><a href=\"\/account\/manage-account-structure\"\n                        target=\"_self\"\n                        >\n                    Manage your account structure\n                <\/a><\/li><li><a href=\"\/reporting\/invoice-reconciliation\/payment-processing-invoice\"\n                        target=\"_self\"\n                        >\n                    Payment processing invoice\n                <\/a><\/li><\/ul><\/div>\n","url":"https:\/\/docs.adyen.com\/pt\/account\/invoice-settings","articleFields":{"description":"Manage the settings of your invoices from Adyen.","feedback_component":true,"type":"page","_expandable":{"operations":""},"status":"current","last_edit_on":"29-12-2021 11:20","page_id":"f2eca505-aa4e-4d1b-981e-385b92a6d698","filters_component":false,"decision_tree":"[]"},"algolia":{"url":"https:\/\/docs.adyen.com\/pt\/account\/invoice-settings","title":"Configure your invoice settings","content":"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.\nConfigure settings for one account\nGo to the Invoice settings page:\n\nLog in to your Customer Area and go to Finance &gt; Invoice overview.\nSelect the Invoice settings button.\n\nTo learn how to configure invoice settings, you can also watch a video here:\n\nTo configure the settings for a merchant account instead of your company account, you need to switch to the merchant account.\nThe Invoice settings page includes the following sections:\nMerchant invoicing\nYou can see this section if you are in a merchant account.  Switch the toggles for the invoice types you want to enable or disable.\nIf the legal entity of your merchant account is different than that of your company account, you cannot disable these invoices.\nGeneral\nThese settings apply to all invoice types.\n\n\n\nField\nDescription\n\n\n\n\nInvoice currency\nSelect the currency for the charges in your invoices.\n\n\nDecimal Separator\nSelect Point (1,000.99) or Comma (1.000,99), depending on how you want numbers to appear in your invoices.\n\n\nReceive invoices via email\nSelect Enabled if you want invoices to be sent to your email at the end of each month.\n\n\nAlternative charged merchant account \n    \n        Optional\n    \n\n\nYou can see this if you are in a merchant account. To change the alternative account, contact our Support Team.\n\n\nCharged merchant account\nYou can see this if you are in your company account. To change the merchant account, contact our Support Team.\n\n\nInvoice address\nThe address on your invoices. To change the address, contact our Support Team.\n\n\n\nInvoice-specific settings\nThese 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.\n\n\n\nField\nDescription\n\n\n\n\nType of invoice payment\nThe method that you use to pay the charges in your invoice. To change the type, reach out to your Adyen contact.\n\n\nEmail address for invoices\nThe email address where you want your invoice to be sent, if Receive invoices via email in General settings is enabled.\n\n\nOrder number \n    \n        Optional\n    \n\n\nThis only applies to Payment processing invoices and Terminal services invoices.  Enter a combination of numbers and letters that appears in your invoice.\n\n\n\nConfigure settings for multiple accounts\nYou can configure settings for more than one account at once if you switch to your company account.\n\nLog in to your Customer Area and go to Finance &gt; Invoice overview.\nSelect the Invoice settings button.\nSelect Batch edit from the Invoice settings page.\n\nYou can configure the following sections:\nBatch edit\nSelect the invoice type you want to configure settings for. General is for all invoice types.\nAccounts\nChoose the accounts you want to configure invoice settings for:\n\nSelect filters you want for accounts that appear in the table below.\nSelect the settings icon  and choose the Data density and Visible columns you want in the table.\nSelect the checkbox next to the accounts you want to include.\nSelect the Set button.\n\nSetting\n\nSelect the edit icon  to configure the general settings or invoice-specific settings for the chosen invoice type.\nSelect the Set button.\n\nWhen you are done choosing accounts and configuring settings, select the Apply changes button.\nSee also\n\n\n                    Account structure\n                \n                    Manage your account structure\n                \n                    Payment processing invoice\n                \n","type":"page","locale":"pt","boost":18,"hierarchy":{"lvl0":"Home","lvl1":"Account","lvl2":"Configure your invoice settings"},"hierarchy_url":{"lvl0":"https:\/\/docs.adyen.com\/pt","lvl1":"https:\/\/docs.adyen.com\/pt\/account","lvl2":"\/pt\/account\/invoice-settings"},"levels":3,"category":"Account","category_color":"green","tags":["Configure","invoice","settings"]}}