Billing profiles host customer business payment settings including NET terms and tax exemptions. Profile settings can be shared with colleagues who are authorized to order on behalf of the same business entity.
To get started, create a Billing Profile to host your billing settings on your Account Settings page. Once your billing profile has been created, there will be a button to upload any tax exemptions you may have. Billing profiles can be shared with your colleagues so everyone can take advantage of your business or government payment settings. To pay with purchase orders, we need to set up Terms or a promise of payment upon order completion. This requires the customer to fill out the attached "Customer Billing Profile Setup Form", including bank and trade references. Standard terms are NET 30.
Completed billing profile setup forms should be submitted by email to firstname.lastname@example.org.
We will also authorize your colleagues to use your payment settings when ordering on behalf of your business.
Once a Billing Profile has been added to your account, you will have the option to checkout using the payment settings from your profile. During checkout, you will be asked which billing profile you would like to use. Once you have selected your billing profile, your tax exemptions and the option to check out using a purchase order will be available.
Blanket Purchasing Agreements (BPAs)
BPAs can be set up when repetitive needs for a service (e.g. rapid prototyping) or of a particular product are required. They reduce friction when purchasing in high frequency or at expected intervals. BPAs charge accounts based on an established reference, usually with an associated value or limit. This is often synonymous with BPOs, or blanket purchase order agreements.
If you have a BPA with Xometry, simply submit your PO to email@example.com with the reference to process your order or checkout online with the BPA reference and attach a copy of the agreement.
To set up a BPA please reach out to firstname.lastname@example.org or contact your Xometry sales representative for assistance.
How Tax Exemptions Work
When you upload a tax exemption certificate you will be asked which states the exemption applies to. Tax will be removed from your orders which are shipping to the states your exemption applies. To remove tax, we require a current, valid certificate that applies to your shipping address state.
To Add a Tax Exemption to Your Account:
- Go to the Account Setting page
- Scroll down to Billing Profile below Shipping Addresses, and
- Click on + Add Tax Exemption
- Upload your tax-exempt certification form
- Fill out information such as the effective date, expiration date, tax number, the states or territories where you are tax-exempt, and the type of exemption
- Provide the authorized signer's name and title