Library Subscription Invoicing

Individual Libraries

Individual libraries invoiced directly via punctum books are invoiced under item code 9902. Make sure to add the period of the subscription (available on the Trello card), and if it's a multi-year contract, which year. Add a PO number if applicable.

For invoices in non-USD dollars (AUD, CAD, etc.) specify the currency clearly in the description, because the invoice itself only contains an ambiguous $ sign.

• In the top menu, click Mark Sent
• Download the invoice PDF and save it in the appropriate library folder
• Go back to the Invoices overview
• Click the invoice Number
• Click Copy Link in the pop-up screen, use that link in the invoice email to the library
• For international/new libraries, include a link to our payment options in the email
• Mark the Trello card that the invoice has been sent

OBC

Invoices are sent to the OBC based on their monthly reporting to us. OBC invoices carry item code 9912. The PO number is provided in the monthly report.

There are several OBC clients depending on the currency of the invoice. Currently there Open Book Collective client accounts for USD, CAD, EUR, and GBP. Be sure to select the right account.

• In the top menu, click Mark Sent
• Download the invoice PDF and save it in the appropriate library folder
• Go back to the Invoices overview
• Click the invoice Number
• Click Copy Link in the pop-up screen, use that link in the invoice email to our OBC contact: Francesca Corazza (francesca@openbookcollective.org)
• Mark the Trello card that the invoice has been sent

Lyrasis

Invoices are sent to Lyrasis when we get and email for a new subscription. This email usually contains a spreadsheet with basic information on the subscription as well as a PO number. Save the spreadsheet in the appropriate library folder. Lyrasis invoices carry item code 9913.

• In the top menu, click Mark Sent
• Download the invoice PDF and save it in the appropriate library folder
• Go back to the Invoices overview
• Click the invoice Number
• Click Copy Link in the pop-up screen, use that link in the invoice email to our Lyrasis contact: Maximilian Stecker (max.stecker@lyrasis.org)
• Mark the Trello card that the invoice has been sent

Jisc

Invoices are sent to Jisc when we get and email for a new subscription. This email usually contains a spreadsheet with basic information on the subscription as well as a Sales Order (PO) number. Save the spreadsheet in the appropriate library folder. Jisc invoices carry item code 9910.

• In the top menu, click Mark Sent
• Download the invoice PDF and save it in the appropriate library folder
• Go back to the Invoices overview
• Click the invoice Number
• Click Copy Link in the pop-up screen, use that link in the invoice email to our the Jisc Accounts team (accounts@jisc.ac.uk). Attach the invoice PDF as well
• Mark the Trello card that the invoice has been sent