The following section details questions often asked by suppliers who are being asked by their customer to move to electronic invoicing. If you can't find what you are looking for, ask your question below and we'll get back to you as soon as we can.

What is required from you as a supplier?

The service has been designed with simplicity in mind in order to minimise the impact on your operations.  All we ask is for you to send PDF invoices from your existing accounts system to the email address your customer provided on their request email.

The invoice data from each invoice received into the email account will be securely uploaded into your customer's accounting application for payment. 

Can I send any type of PDF?

The only constraint of the service is that the PDF must be machine generated, i.e. produced directly from the billing application raising the invoice.

When a PDF is machine generated in almost all cases it will be a text PDF, with the invoice data items carried directly within the PDF.  Our service takes advantage of this and maps the invoice data direct from the PDF to an e-invoice structure - in other words, the service is akin to mapping one flavour of XML to another flavour of XML. 

If the PDF is generated by scanning the invoice, an image or photo of the invoice will be passed in the PDF. Unfortunately the only way to process image PDFs is to use OCR (Optical Character Recognition) technology – this approach cannot guarantee data quality. For these reasons we are not able to accept image PDF files.

I’m unable to send a machine generated PDF

If you are unable to generate a PDF straight from your billing application, there are a couple of options:

  • PDF Driver. There are numerous free to install PDF drivers on the internet, which when downloaded simply allow you to print to PDF in the same way as you would normally print to a printer. Examples include: CutePDF or Bullzip
  • Other e-document formats supported. Alternatively, we also support other data documents such as: XML, HTML, EDI, .doc, .csv, that can be delivered either via email or via a data transfer protocol such as FTP, HTTP, etc. If this option is preferred, please contact us so that we can set the appropriate service up.

What if I usually send supporting documentation with my invoice?

No problem. If you normally send documents such as timesheets or delivery notes (which can be image or data documents) feel free to attach them to the same email as the invoice they relate to.  Any non-invoice documents that are sent on the same email as the invoice will be ‘associated’ with the invoice. 

If you do send supporting documents with your invoice, please only include one invoice and supporting document(s) per email (NOT multiple invoices and multiple attachments on the same email).

Can I send more than one invoice per email?

Yes.  We can support many scenarios, including:

  • One invoice file on one email
  • Multiple invoice files on one email
  • Multiple invoices in the same file
  • Invoices and attachments in the same PDF file
  • Invoice and attachments as separate files

Please note, if you do send supporting documents with your invoice, please only include one invoice and supporting document per email (NOT multiple invoices and multiple attachments on the same email).

Where do I send correspondence and other 'non-invoice' documents?

Any documentation that is not associated directly with an invoice (i.e. correspondence, marketing material, etc) should be sent to your normal customer contact. 

What software do I need to deploy?

Nothing. As long as you can produce an invoice as a data document e.g. PDF, HTML, Word (which most billing applications can) and can send via email, you don't need to install any new software.  

What email address do I send invoices to?

Please send all future invoices to the email address detailed on the request email you received from your customer.   

I have some questions – who do I contact?

If you have any questions, please refer to the contact details on the request email from your customer.  Alternatively, feel free to contact us at: support@cloud-trade.net

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