Choosing Invoicing Details

Learn what invoicing details you need to successfully invoice buyers.

As a supplier, when you create an invoice you are required to choose or fill out the invoicing details, including selecting the Legal Entity that is invoicing and the Remit-to.

Only Admin Users can create legal entities. For more information, see Set Up Legal Entities in the CSP.

A supplier user (not an admin) is required to select from a list of pre-existing information from the Legal Entity and Remit-To fields. If the user selects the Create New Legal Entity button, it shows the error: Sorry, you are not currently authorized to access this area. Please contact one of your local friendly admins to request access, if needed.

Understanding the Invoicing Workflow Changes

As a supplier with the Invoices permission, you can create and manage invoices and when you open the Choose Invoicing Details dialog, but this permission does not automatically grants you permission to create a new legal entity. Only Admin Users can create legal entities. For more information, see Set Up Legal Entities in the CSP.

  • If no legal entities exist: You need to request an Admin to create the legal entities.
  • If a single Legal Entity already exists: You automatically see the legal entity information populated in the field.
  • If multiple Legal Entities exist: You see a prompt to select a legal entity from a list.