Invoices and Purchase Orders

How do I download an invoice for a past purchase?

Invoices for all past purchases are stored in your account and available for download at any time.

To download an invoice:

1. Log in at www.intratec.us with your email and password
2. Click "Invoices" in the left menu
3. Locate the desired invoice and click to download

How do I add a Purchase Order number to my invoice?

You can add a Purchase Order (P.O.) number to your invoice during checkout — this is the only point where P.O. numbers can be entered, so have it ready before you complete your order.

To include a P.O. number on your invoice:

1. Proceed to checkout with the desired product(s)
2. In the Billing step, fill in the "Customer / Purchase Order (P.O.) Number" field
3. Complete the checkout process

The P.O. number will appear on the generated invoice.

Can I add custom text or extra details to my invoice?

Yes, you can add custom text or extra details to your invoice during checkout — useful for internal cost allocation codes, department references, or any other information required by your procurement team.

To include additional information on your invoice:

1. Proceed to checkout with the desired product(s)
2. In the Billing step, fill in the "Additional Information for your Invoice/Quote" field
3. Complete the checkout process

The additional information will appear on the generated invoice.

Does a Purchase Order give me immediate access?

No. A Purchase Order (P.O.) alone does not grant access to Intratec products. Access is only activated after payment has been identified.

Issuing a P.O. is an internal procurement document — it signals payment intent, but Intratec must confirm actual receipt of funds before activating any subscription or releasing any report. This means that even if your finance team has issued a P.O., you will need to wait for the payment to clear.

If you need urgent access, credit card payment is recommended: credit card and PayPal transactions are identified immediately upon successful authorization, so your subscription or product is activated without delay.

How do I get an invoice to pay by wire transfer?

To receive an invoice with bank transfer details, select the wire transfer option during checkout — the invoice is then emailed to you automatically with everything needed to initiate the bank transfer.

To get a wire transfer invoice:

1. Proceed to checkout with the desired product(s)
2. In the payment method step, select "Wire Transfer / Invoice / P.O."
3. Complete the checkout process
4. An invoice containing the bank details for the wire transfer will be sent to your email

Can Intratec generate an invoice on my behalf?

Yes, but this service is not part of the standard self-service checkout. Intratec operates as a self-service e-commerce platform — all products can be purchased directly on the website. When sales team assistance is required — such as generating an invoice on your behalf — a Representative Assistance Fee starting from USD 299 applies.

Assisted invoice generation is only available for customers on the following plans:

• Subscriptions: Pro and Advanced plans only
• Reports: Detailed and Premium editions only

If you are on a Starter plan or purchasing a Compact report, assisted sales are not available — you will need to complete the purchase through the self-service checkout.

How do I update my account's billing information?

Billing information can be updated at any time from your account. Only the subscription owner has permission to edit billing details.

To update your billing information:

1. Log in at www.intratec.us with your email and password
2. Click on "Subscriptions" in the left menu
3. Locate the desired subscription and click "Edit Billing Info"

Can my company buy Intratec products for another business?

In most cases, Intratec products must be purchased for the direct use of the purchasing company. However, it is possible to transfer usage rights to another company under specific conditions.

Only purchasers of Advanced Subscriptions or Premium Edition reports can request a usage rights transfer. The process involves four stages:

1. Request — Within 1 week of purchase, contact Intratec to initiate the transfer. Intratec will send an Application Form to collect details about the intended beneficiary.
2. Evaluation — Intratec reviews the request and notifies the purchaser whether the transfer is authorized or denied.
3. Acceptance — If authorized, the beneficiary receives an Acceptance Form and must agree to all applicable terms and conditions.
4. Implementation — Upon acceptance, the beneficiary is granted access and usage rights. The original purchaser loses usage rights but retains billing and payment responsibilities.