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Essential customer information for creating invoices
Essential customer information for creating invoices
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Written by Team
Updated over a week ago

At Twelve Data, we strive to make invoicing as seamless as possible for our enterprise clients, especially those utilizing wire transfers as a payment method. Wire transfers are a popular choice for businesses due to their speed, security, and ability to handle large transactions efficiently. To ensure we can generate accurate and compliant invoices tailored to your needs, we require specific information from our customers. Below, we outline the key details enterprises should provide when requesting an invoice that supports wire transfers.

1. Company details

To begin, we need your full company name, billing address, and contact information (such as an email address and phone number). This ensures the invoice is correctly addressed to your organization and facilitates clear communication if any clarification is needed.

2. Contact person

For enterprises, it’s helpful to include the name of a specific contact person within your accounts payable or finance team. This allows us to direct the invoice to the right individual, streamlining your internal payment process.

3. Purchase Order number (if applicable)

If your organization uses purchase orders (POs) to track transactions, please provide the relevant PO number. Including this on the invoice helps align it with your internal records, speeding up approval and payment via wire transfer.

4. Payment Terms

Let us know your preferred payment terms (e.g., net 30, net 60). This defines the timeframe within which the wire transfer should be completed, aligning expectations between both parties.

Support for custom software

If your organization uses custom procurement or payment software like Coupa, Candex, or similar platforms, we’ve got you covered! Twelve Data supports integration with these tools to ensure a smooth and automated invoicing experience tailored to your workflow. Simply let us know your platform and any specific requirements when providing your details.

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