Create invoice basis

By selecting Invoicing in the main menu, you can register/create invoice bases for the hours worked and outlays that have been registered on respective customer, and also for recurring fixed price. The procedure for creating an invoice basis is described below.

Preparing for invoicing

Before creating your first invoice basis, you should link each task and its time activities in Settings - Tasks to a product number in your financial program. This means you can ensure VAT appears correctly on the invoice and that it is charged to the right account. If in Settings - Agency settings you have chosen to specify invoices per task, the product number you have specified for the task will be used. If, on the other hand, you have selected invoice basis per task and activity, the product number you have specified on the time activities will be used instead. You can also link each outlay to a product number in the outlay register.

When transferring invoice bases to Visma eAccounting, you can set an invoice date that should be shown on the invoice bases. To be able to do this go to Settings - Agency settings - Invoice settings in Visma Advisor and mark the alternative Set date when transferring. Then go to Settings - Company settings - Invoice settings in Visma eAccounting. You have to enable the option Always show the original date on draft invoices in order to be able to activate the feature.

Create invoice basis

  1. Select Invoicing in the main menu

The tab To be invoiced will open

  1. Enter Set until date and enter your selections.

A list of suggested invoice bases to create is presented.

The date you specify will determine which registrations are included. All the time and outlay registrations carried out up until the specified date will be included when you create the invoice basis. If you use fixed pricing, the invoice occasions covered by the date will be retrieved.

You can create invoice bases for several customers simultaneously or for one customer at a time.

  1. Mark the invoice check box to the far right, for all customers in the list that you wish to invoice at present. By default, all listed customers will be marked for invoicing.

Customers that you have chosen to not include, will appear as suggestions the next time you make a new selection on the To be invoiced tab.

  1. Click on Create invoice basis on the top right hand side of the page. The value on that button shows you the current number of customers selected for invoicing.
By default, only 30 customers are listed on the page. In order to see all customers suggested for invoicing, scroll to the end of the list or click on the link Display all rows at the bottom of the page.
  1. In the appearing Invoice basis tab, you can see all the invoice bases that have been created but not yet transferred to the financial system.
  2. Make any necessary corrections by clicking on the relevant invoice basis. In the appearing Invoice specification tab, you can change or add registrations. See Adjust invoice basis for more information. On the Invoice rows tab, you can see the rows that will be transferred to the invoice in your financial software.
  1. Click on the icon at the right hand side of the customer for which you want to create an invoice basis for.
  2. The customer is now transferred from the tab To be invoiced to the tab Invoice basis.
  3. Click on the tab Invoice basis. Here you can see all the invoice bases that have been created but not yet transferred to the financial system.
  4. Make any necessary corrections by clicking on the relevant invoice basis. On each Invoice specification tab, you can change or add registrations. See Adjust invoice basis for more information. On the Invoice rows tab, you can see the rows that will be transferred to the invoice in your financial software.

Related topics

Adjust invoice basis
Approve invoice basis
Undo invoice basis
Printing invoice specifications
Invoice basis for different pricing