Visma Net

Send one invoice to AutoInvoice

Create an invoice and release it.
is displayed, and the status changes to Open.
Click Actions, and select Send to AutoInvoice.
is displayed, and the invoice is sent to AutoInvoice.

Attachments that you add on the Attachments tab will be automatically sent to AutoInvoice if you have selected option Automatically mark file attachments to be sent to AutoInvoice in the AutoInvoice settings window for the active branch.

When you use direct debit as a payment method, the generated invoice will show information about the mandate, and that the invoice amount will automatically be deducted from the customer's bank account.

Work process overview

Direct debit payment process

Send deduction information

Send direct debit invoices

Send a text file to your bank

Import bank transactions for direct debit

View a cash deposit for direct debit

Process bank transactions for direct debit

Process rejected direct debit payments

Check status of a direct debit invoice

Resend direct debit payments to AutoPay

Create and release an invoice