As your institution transitions to the VitalSource Virtual Store, you will notice updates to the format and delivery of Inclusive Access Invoices.
Invoicing & Delivery Overview
- Invoicing Frequency: Inclusive Access invoices will be generated weekly on Mondays, covering orders placed during the previous week.
- Delivery Method: Invoices will be emailed to all applicable billing contact(s) at your institution. To update billing contacts, please email VST.Credit@vitalsource.com.
-
Invoice Contents: Each email will include:
- A Parent Invoice PDF
- A Child Invoice PDF
- An Excel Statement
- Accessing Invoices: Copies of all invoices can also be viewed and downloaded from the Financial Statement Center within the Manage platform.
- Tax Exemption Notice: If your institution is tax-exempt, a valid Tax Exemption Certificate must be on file. If we do not have a certificate for your institution, you will receive an email request from VitalSource Finance. If proper documentation is not provided and digital content is taxable in your jurisdiction, sales tax will be applied until a valid exemption is received.
Inclusive Access Invoice Format Changes
VitalSource Inclusive Access Invoices now include three components:
- Parent Invoice PDF Displays a summary of the distributed content, charges and refund amounts, and the invoice total.
- Excel Statement A line-by-line record of all charges and refunds during the invoice period. New columns include Student Name, Student ID, and Campus ID (when applicable).
- Child Invoice PDF Shows student name & ID, campus ID (when applicable), and the digital item purchased. Includes item descriptions, content types, quantity, and total.
Examples of each can be found below: