Users with appropriate services can submit a request to download invoice details in CSV or XML format for a specific invoice month. The files are downloaded in a zipped file that contains separate CSV or XML files for each account selected.
To request invoice detail downloads:
On the main menu bar, from the View Bill menu, select Invoice Detail Download. The Request Invoice Detail Download page is displayed.
From the Invoice Month dropdown list, select the month.
From the Format dropdown list, select the format.
From the Delivery Profile dropdown list, select the type of delivery profile.
Notes:
If you select No FTP Delivery, the invoice detail download is not transmitted to the user’s company server. If you select an existing delivery profile the bill download is transmitted to the user’s company server.
The Delivery Profile dropdown list includes a list of existing delivery profiles with Active status.
If you want to create a new delivery profile, click Create Delivery Profile. The Create Delivery Profile page is displayed.
On the list, mark the accounts for the invoice details to download.
Notes:
Select all accounts by clicking Select All.
Clear all checkboxes by clicking Clear All.
Click Submit. A confirmation message is displayed on the Request Invoice Detail Download page, informing you that your request has been submitted successfully and that an email message will be sent to you when the invoice details file is available.
Click OK.
Note: You will need to check the Retrieve Download and retrieve the processed file within 14 calendar days.
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