B2B exchange

The pillar guide

B2B exchange explained: seller to buyer, without a public buyer in the middle - Private agreements, agreed formats and channels, and the exception handling that keeps a B2B exchange working.

Working guides in this topic

• Agreeing a B2B format and channel - Format, syntax, profile, channel, validation and test invoice, agreed in writing with each buyer.
• B2B credit notes and adjustments - Full and partial credit notes, references to the original invoice, and the audit trail they create.
• B2B disputes and short payments - How a disputed line, a short payment and a credit note relate, and how to keep the record clean.
• B2B exchange monitoring: a daily view that catches failures - Sent, delivered, accepted, rejected and paid, as a daily count, with an owner for each exception.
• B2B matching and approval workflows - Two-way and three-way matching, approval chains and the exception queue that decides payment speed.
• B2B onboarding: a new buyer in order - Identifier, format, channel, test invoice, go-live gate, in that order, for each new buyer.
• B2B self-billing arrangements - When the buyer issues the invoice, what the agreement must cover, and how the seller checks it.
• B2B volume and batch invoicing - Batches, batch acknowledgements and the partial failure inside a batch, handled without re-sending the whole batch.
• B2B vs B2G invoicing: start from the buyer - The distinction starts with the buyer: a private buyer agrees a route, a public buyer may be obliged to receive a standard invoice.
• Buyer requirements and supplier portals - Portals, onboarding forms and buyer-specific rules, and how to keep one internal model behind many portals.

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