Within the Billing Data tab, you have the ability to access information about your available credit, review your credit and payment history, and view your invoices.
In this article we explain each section of the tab and give you an overview of how to manage your payments, credit and billing in Outvio.
You can find it by clicking on Settings/Logo > Billing Data
Company Details
Company Details
Fill in the company details, making sure that the VAT number is correct and click Save.
This information will appear on the Outvio invoices issued.
Intra-EU VAT number (VAT)
Outvio automatically checks that the intra-European VAT number is valid. If it is not valid, we must add VAT to all prices.
The invoices issued by Outvio are issued with 0% VAT if you enter an Intra-European VAT number or with 22% if you do not (the VAT that is applied is 22%, since Outvio is registered in Estonia). Anyway, if you want VAT not to be added to your invoices, you can enter your Intra-European VAT number, and from this moment VAT will no longer appear on the invoices.
If you have entered a correct Intra-European VAT number, Outvio will not charge any VAT from the net prices that you see in the application and invoices will be issued with VAT 0%.
Bank Account Details for Cash on Delivery
Bank Account Details for Cash on Delivery
Enter your card details to receive cash on delivery payments - this is only necessary if you use the Outvio rates with CorreosExpress.
The payments of your cash on delivery orders made with Correos Express, will be credited once a month around the 15th of the month following the one in which they were paid by Correos Express, as long as Correos Express sends us all the corresponding invoices to verify the payments correctly.
In the case of cash on delivery shipments made with Correos Express, Correos Express will directly credit your bank account.
If you update your bank details, please note that cash on delivery payments will be sent to the last account you added. If the payments do not match, please be sure to check all the bank accounts you have added to your Outvio account.
Please note that Outvio credits all payments received up to the day before the bank transfer is made. And Correos Express takes between 5 and 10 working days after delivery of the order to make this payment. So those COD orders that are sent at the end of the month, may not be credited until the following month, because by the 5th of the month, Correos Express may not have credited them to us.
Payment Methods
Payment Methods
To ship through Outvio, you need to have a valid payment method added to your account:
To add a payment method, click the plus icon "+", add the new credit card, fill in the required information and click "Save".
If you have more than one payment method, you must define which of them is your default method. To do so, click on "Use as default". From now on, the new payment method will be used for all payments.
For more help, check out these articles:
Credit for Notifications and Shipping
Credit for Notifications and Shipping
SMS & WHATSAPP CREDIT
If you have SMS or Whatsapp notifications activated in Branding, then you already know that this credit is used to send messages to customers based on tracking updates.
You can see how many messages you have sent each month, and by accessing details you can the number of messages sent to each destination (by country) and their total cost:
By clicking on add credit under SMS or Whatsapp, you can top-up the balance to send notifications by the channel you need. The minimum to recharge is 50€.
2.CREDIT FOR SHIPMENTS
Credit can be obtained for a variety of reasons, but is primarily related to cancelled shipments. When a shipment (generated with Outvio rates) is cancelled, Outvio automatically grants credit, which will be used on your next order.
The details of each credit addition, including the explanation and OTN of the related shipment, are displayed in the Credit Overview section.
In case you wish to add credit to your Outvio account, you should contact our support team by clicking on the help tab.
Plan Status
Plan Status
If you are on an annual subscription plan, here you will be able to see the status of your plan, until what date it will be active and the quantity of shipments used and available.
Payment Summaries and Invoices
Payment Summaries and Invoices
📝PAYMENTS OVERVIEW
In the Payment Summary you can find detailed information about your payments. By clicking on "Details", you can view information about processed shipments.
It is important to be aware that the total amount of your shipments in "Details" may differ from the amount in the Payment Summary. This is because when you click on the Details button, Outvio will also show you the shipments you have cancelled and received credit for.
📇 INVOICES
In the Invoices section, you will find two types of invoices: one for the monthly subscription and one for the shipments made during the month. The invoice for shipments is issued at the beginning of each month (between the 2nd or 3rd).
By clicking on "Details", you will be able to access your monthly payment history and download it in CSV format if necessary:
