Generate self-service invoices

In the Tango portal, you can generate self-service invoices from Payment methods. These are pro-forma invoices, and Tango doesn't require payment against them. If your accounts payable team needs an invoice before it can issue payment, you can use a pro-forma invoice to help fund your prepaid account. For a more customized pro-forma invoice, contact funding@tangocard.com.

• Self-service invoicing isn't available in the Tango sandbox environment.

• To generate self-service invoices, you need at least Manage access for the Funding and payments permission. See Roles and permissions in Tango.

• You can generate and view invoices only for accounts you have access to. Users with Select accounts and groups access see only their assigned accounts in the account switcher and invoice table.

Use this procedure to generate a pro-forma invoice for your accounts payable team to issue the payment. Enter the account and billing details and add the completed invoice to the invoice table. Start from Payment methods in the Tango portal.

To generate a self-service invoice:

1. Sign in to the Tango portal.

2. Go to Payment methods.

3. Under Ways to pay, click Generate an invoice. The self-service invoice form opens.
   
   
   
   

4. Enter the following information and click Complete.
   
   

   Field	Requirement	Description
   Account number	Required	The alphanumeric code for the Tango account you want to fund. Find it in the account switcher in the Tango portal. See Find your Tango account number.
   PO#	Optional	The purchase order number used for your internal tracking.
   Description	Optional	A short note about the invoice, such as what the funds are for.
   Amount	Required	The amount you want to add to your prepaid account.
   Currency	Required	The currency for the amount on the invoice.
   Bill to name	Optional	The name to show on the invoice, such as your company name.
   Billing address	Required	The billing address to show on the invoice, including street, city, state or province, ZIP or postal code, and country.

5. The new invoice appears in the invoice table:
   
   
   
   Here’s an example of a self-service invoice:
   
   

Use the Business Help Center to find previously generated self-service invoices and take follow-up actions, such as viewing the PDF, archiving an invoice, or duplicating invoice details for a new request.

To find and manage self-service invoices:

1. Sign in to the Tango portal.

2. In the left navigation menu, click Help.

3. Select Business Help Center.

4. At the top of the page, click Admin Actions.

5. Select Self-service invoicing.
   
   

6. In the Self-service invoicing table, enter the Invoice number and click Search. You can also filter by view (Archived or All) or by invoice creator.

7. Click the drop-down arrow on the invoice row and select one of the available options:

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