Send e-invoices

Features for sending e-invoices are already integrated in your program. All invoices can be sent digitally from Visma eAccounting Standard, regardless of whether you create and send one invoice at the time, send invoices to multiple recipients or if you create recurring invoices. Both sales invoices and credit notes can be sent as e-invoices and you can send all invoices digitally, no matter if they should be delivered as e-invoices, via email or sent by post to the customer. You will find current prices and more information about the benefits of e-invoices at visma.fi.

If you have entered a corporate identity number for your customer, the program automatically checks whether the customer can receive e-invoices when you create an invoice. You see a message about this in the invoice view. You can also check whether the customer can receive e-invoices by opening the customer in edit mode.

  1. Add a new customer or open an existing customer in edit mode.
  2. Select Get details...
  3. Mark the recipient that matches your customer.

The program may find several possible recipients based on your customer's information. Check the results and choose the option that matches your customer.

  2. Enter the OVT identifier if your customer requires this to receive e-invoices.
  3. Check the Use EU standard e-invoice box if that is the format you want to use for this particular customer.

If the customer is able to receive e-invoices, but does not have the feature activated in their accounting program, you can send the customer a request to activate receiving e-invoices via Visma eAccounting Standard.

If you cannot find your customer by searching for invoice recipients, but you know that your customer wants to receive e-invoices, you can send the customer information to Visma in order for us to add the customer as a recipient.

  1. Select Sales - Customers.
  2. Select the customer you want to add as an e-invoice recipient.
  3. Select Edit.
  4. Select the Check recipient button at the top right under E-invoices.
  5. Select New recipient.
  6. Enter as much information as possible about the customer and the service provider.
  7. Select Send.

The information is then submitted and you will be sent an email when the customer information has been checked and added. This is normally handled within one business week.

If you have created a sales invoice and selected Post to ledger and send e-invoice, you will be able to search for a recipient directly from there. This means that you in this case will not find the Check recipient button when following the steps above.

When sending e-invoices you create the invoice the usual way. Both sales invoices and credit notes can be sent as e-invoices.

  1. Select Sales - Sales invoices.
  2. Select New sales invoice.
  3. Choose the customer you want to invoice.
  4. Enter the invoice date.
  5. Add the articles you want to invoice.
  6. Select Post to ledger and send e-invoice.

Regardless of whether your customer can receive e-invoices or not, you can send the invoice digitally from Visma eAccounting Standard. If you select Post to ledger and send letter, Visma will print the invoice, put it in an envelope, add postage and send it in the post to your customer.

Send e-invoices to companies (B2B)

When you send an e-invoice from Visma eAccounting Standard, the invoice is sent from your computer to your customer's computer. The customer's accounting program receives the e-invoice and uploads it.

All invoice information is processed automatically and all information is entered in the correct spot in the receiving system. The e-invoice contains the same information as a printed invoice and consists of both the invoice information and an invoice in PDF format. As the e-invoice includes a PDF file, the recipient is able to preview it. You are also allowed up to 4 attachments per invoice (5 MB per attachment).

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Receive e-invoices
E-invoices