Go Paper-free - Global Billing

e-Invoicing is a service that delivers billing invoices for cash accounts held with Citibank branches in the North America, Western Europe, Brazil, Australia, New Zealand, UAE (select clients), Pakistan, Egypt and Mexico via a password-protected e-mail at the end of the billing period.

e-Invoicing is secure, convenient and easy to access. e-Invoices are distributed in PDF or PDF/Excel format and are delivered to designated inboxes. The invoices can be stored by recipients directly on their computers for easy access and can be established for up to five e-mail addresses per billing invoice.

Virtually all companies and organizations looking to convert their billing invoices from paper to electronic can benefit from e-invoicing. If your organization is not an active user of CitiDirect, we suggest that you take advantage of the e-invoicing solution.

e-Invoicing is provided at no charge to you.

To get started, send an email to citiservice.support@citi.com or your Citi Representative, including:

Once you have signed up to e-Statements, you will receive a welcome email with information on setting up Secure Email. Secure Email can be set up in two ways:

1. Your Customer Billing Number
2. The Company Name listed in your billing invoice
3. E-mail addresses of individuals who should receive the invoices (up to five)
4. Format preferred of PDF or Excel/PDF

Once e-Invoicing has been implemented and your first billing invoice is available, you will receive an e-mail with a link to a URL to establish a password. You will have 72 hours to establish a password and will then receive your billing invoice.

Your first electronic invoice will either be delivered the same month/quarter you register for e-Invoicing or the following month/quarter. This will depend on the date you register and the frequency of your invoices.

No. When you sign up for e-Invoicing, you also suppress your paper invoices. If you would like to continue to receive paper invoices, contact Citi Service.

The Cash Management Invoice Inquiry report on the CitiDirect BE^SM platform allows authorized CitiDirect users to conveniently access entitled North America, Western Europe, Brazil, Australia, New Zealand, UAE (select clients), and Mexico Citi account billing invoices on demand.

The Cash Management Invoice Inquiry report is secure, convenient and easy to use. Only defined users can log on to CitiDirect to access the billing invoice on demand. However, an unlimited number of persons in your organization can be granted access to view these invoices. The invoice is available in PDF and Excel formats.

The Cash Management Invoice Inquiry report is provided at no charge to you.

All CitiDirect clients with cash accounts held in North America, Western Europe, Brazil, Australia, New Zealand, UAE (select clients), and Mexico have access to the Cash Management Invoice Inquiry service. To get started, contact your organization’s Security Manager to gain entitlements to the Cash Management Invoice Inquiry solution package. Next, we encourage you to send an email to Citi Service to deactivate your paper invoices. You will also need to inform Citi Service if you want the invoices in Excel format. Please download our Security Manager User Guide or User Manual for detailed instructions.

You will have access to run your billing invoice either the same month/quarter you request the entitlement or the following month/quarter. This will depend on the date you gain entitlements and the frequency of your billing invoices.

If your organization does not currently use CitiDirect and you would like more information, contact your Citi Client Manager.