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Establish the connection in the UI (self-billing context)

In self-billing, the technical connection is the same as delegated invoicing. The difference is business-side: the buyer also acts as delegate. This page highlights the self-billing specifics; the full UI flow (request states, emails, roles, visibility) is described on the delegated Establish the connection in the UI page.

Steps in control panel​

  1. It is recommended to create a dedicated delegated user on the buyer/delegate side.
  2. With that user, log in to your own (buyer) company account.
  3. Send a join request to the supplier's account with "Megbízott számlakibocsátás" enabled, using the "Csatlakozni szeretnék egy céghez" button.
  4. Wait for the supplier's approval; you get an email when the request is accepted.

The join request has the same states as in delegated invoicing (sent, accepted, declined, revoked), the connected user gets the fixed invoicer role, and an invoice prefix is created on acceptance. Details: Establish the connection in the UI.

Important in self-billing​

  • In self-billing the supplier is the principal: if you self-bill on behalf of several suppliers, use a separate dedicated user for each supplier - besides cleaner operations, this is also required because a user used for Agent calls may only have access to one account (otherwise the call fails with error 164).
  • On the issued invoice, set your own (delegate) company as the buyer: if the buyer's tax number matches your delegate company's tax number, the system automatically marks the invoice as self-billed.
  • A written self-billing agreement between the parties is required; you conclude it with the supplier, as a legal step outside Számlázz.hu.
  • Agree a separate invoice prefix for self-billed invoices; see Invoice prefix handling.

For API-based setup, you can continue at Establish the connection via API.