e-Invoicing help

You can nominate one email address to be used as your primary user, they will receive a PDF image of the invoice by email. You will also be able to view all your invoices going back seven years via the portal. There are no restrictions on the number of email addresses which can be registered as copy users.

If you opt to sign up to receive electronic invoices via the website portal you will automatically stop receiving paper invoices by post.

Help using the e-Invoicing portal

Our user guide explains how to search for documents and change your password.
Alternatively view our E-Invoicing YouTube Video - Part 2 - View and save invoices in different formats

A PDF image, spreadsheet or CSV file of your document can be viewed by clicking on the icons or by right clicking on the line and selecting the relevant option.

You can select multiple documents by holding down the Ctrl key and clicking on the relevant rows. When all are highlighted, right click and select ‘Display Selected’. The system will return you a multi-document PDF or multi-tab spreadsheet, depending on your selection.

• check that you are entering your query into the correct field.
• Does the document have an account number that you are permitted to view?
• Is there another entry in a search field? Try pressing ‘clear’ and redo your search.

You can click on the column header which alternates between Ascending/Descending. You can also amend criteria in the Sort area. (For more help see our user guide)

The system has a designed maximum limit of 6000 results for any search. As standard, these are delivered back in pages of 100 results each. You can change this to up a maximum of 1000 or make it smaller if required.

Right-clicking in the results area, displays a menu is that has the option Save Results. This creates a CSV of all results (not just the first page) and allows you to open it in your spreadsheet program.

• CSV, comma separated value file, widely accepted as a CRM upload
• TXT, a pipe-delimited file. Pipes (|) are easily amended to the delimiter of your choice
• Spreadsheet, an MSExcel file which can be . the end of this is missing on the word document you supplied

Troubleshooting

Please check you’re entering your Email address & password correctly. If your account is locked please contact your administrator.

If you have a technical issue with accessing your electronic invoices please email rmg.e.invoicing@royalmail.com

Passwords are completely managed by you; no one in Royal Mail can view or reset your password. Resets are completed online on the e-Invoicing home page and responses are automatic and require email verification by you.

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