Using the Tango portal, you can generate self-service (pro‑forma) invoices for funding your prepaid account. A self‑service or pro‑forma invoice is a preliminary or estimated bill of sale provided before you finalize your order. It’s often used when your accounts payable team requires an invoice before issuing payment.
Although self-service invoice outlines the specifics and costs associated with the order, it’s not a legally binding document for payments. For a more customized invoice, contact funding@tangocard.com
Note:
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This feature only works for Tango production Tango account.
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If you’re logged in, your Tango platform is automatically authenticated and logs you in to the Business Help Center.
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To create self‑service invoices, you must have at least View permission for Funding & Payments.
Sample invoice
To generate self-service invoices:
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Sign in to the Tango portal.
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Go to Funding > Wallet.
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Click Request an invoice. The self-service invoicing page opens up.
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Click Generate an invoice. A form with the following fields appears.
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Enter the required information and click Complete.
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Field
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Description
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Account number
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A unique alphanumeric code (such as A12345678) associated with one Tango Account on your platform. You can find the Account number by clicking the account switcher in the Tango portal. See Find your Tango account number.
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PO#
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(Optional) The purchase order number used for your internal tracking.
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Amount
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The monetary value of the reward sent.
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Currency
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The currency for the amount on the invoice.
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Bill to name
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(Optional) The billing name of the account or you company name.
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Billing address
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The billing address for the account or your company address.
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After you click Complete, the new invoice is created and added to the invoice table.
Find and manage self-service invoices
To search previous invoices:
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Enter the Account number and click Search. You can also search by the creator of the invoice.
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Click the drop-down arrow on the invoice row.
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Select one of the available options: View PDF, Archive, or Duplicate.
Note:
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Account number is the same as invoice number. The Account number can be located under the Account switcher on your Tango portal. See Find your Tango account number.
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The generated invoice expires in 30 days.
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